Professional wealth management across the entire client service journey
For EAMs, family offices and professional wealth management firms: connect clients, accounts, portfolios, product trading and ongoing service on one platform to improve team collaboration and wealth business efficiency.
Bring wealth business that is scattered across systems, spreadsheets and communication threads onto one platform, so teams can keep working around the same client.
Unified Client View
Manage clients, accounts, investment status and service records in one place.
Connected Business Workflow
Keep product research, investment decisions, trading, positions and reporting connected end to end.
Stronger Team Collaboration
Let relationship managers, investment, trading and operations staff share the same business status.
01Client Onboarding02Eligibility and Compliance03Product Research04Investment Decisions05Orders and Execution06Positions and Portfolios07Reports and Statements08Ongoing Services
From client onboarding to ongoing wealth service
In FinEAM a piece of wealth business moves along one continuous workflow, and every step returns to the same client relationship and asset view.
See every client clearly, move every wealth task forward
FinEAM connects client, account, investment and service information in one workspace, helping teams understand client wealth faster, form investment views and keep serving clients.
Unified Client and Asset View
Organize client profiles, accounts and wealth relationships on one platform, building a digital wealth record that stays manageable from onboarding onward.
Clients and Accounts
Product Research and Screening
Form investment views faster
Connect wealth products, market information and AI decision support so staff spend less time switching between product libraries, news sites and manual spreadsheets.
Move straight from decisions to action
Product selection, orders, positions and reporting sit in one workflow, so investment decisions can be carried through and fed back into client service.
Trading, Positions and Reporting
Clients stay on top of accounts and assets
End investors can open accounts in the app and keep track of asset allocation, positions, statements and fees, so everyday wealth services no longer depend on offline communication.
Online Account OpeningSubmit account opening documents online and open a securities accountAsset AllocationReview portfolios and asset allocationPositions and StatementsReview position details and account statements at any timeFee InformationSee account-related fee information clearly
Institutional WorkspaceSync client and asset information
INVESTOR APP
Financial expertise behind every platform
Finloop builds wealth technology on financial expertise, compliance workflows and institutional technology, helping institutions deliver services within clear business boundaries and access controls.
Licensed Financial Services
Relevant regulated financial activities are carried out by Finloop's licensed financial entity, which holds Hong Kong SFC licences for Types 1, 4 and 9 regulated activities. The scope is subject to applicable licences and project agreements.
Financial Business Expertise
Platform capabilities built around clients, accounts, products, trading and asset operations keep technology connected to real financial workflows.
Compliance, Permissions & Records
Embed identity verification, suitability, workflow authorization and activity records into business processes to support clear management boundaries and controls.
Client Stories
See how professional wealth management firms use FinEAM to connect client operations, investment management and ongoing service.
Bring the entire wealth business back onto one platform
See how FinEAM connects institutional operations with the investor wealth experience.
