Struggling to manage scattered clients, accounts and assets?
Connect client information, accounts, risk profiles, assets and investments for a fuller client wealth view.
Institutional Wealth Management Solutions
Help Wealth Businesses Collaborate and Grow
Client management, portfolios, and professional multi-asset trading and management for EAMs, family offices, private banks and other investment institutions, building wealth management around their business models.
Address Complex Challenges in Wealth Business Growth
Match capabilities to each business challenge, from scattered client and asset information to multi-product integration and ongoing operations.
High collaboration costs from disconnected investment management and trading?
Connect product selection, investment proposals, orders, execution and operations so different roles share business status.
Complex multi-asset integration and high ongoing maintenance costs?
Connect funds, bonds, structured products and other asset classes as needed through unified product and trading capabilities.
Is business growth outpacing your existing systems?
Preserve existing business foundations, adding capabilities through flexible configuration and system connectivity to support future growth.
Professional Foundations for Institutional Wealth
Trust comes from real product, trading, infrastructure, operational and compliance capabilities, rather than unverified numerical promises.
Multi-Asset Product Capabilities
Cash management, funds, bonds, structured products, private markets and other eligible assets.
Experience Serving Professional Institutions
Serving banks, brokers, payment platforms, family offices and wealth management institutions.
Wealth Technology Infrastructure
Connect wealth platforms, products, trading, account infrastructure, operations and data.
Compliance and Professional Operations
Build client identity checks, AML, professional investor verification, suitability, trade records, audit, statements and operations into project design.
Connect the Entire Wealth Management Process
From clients and accounts to multi-asset products, professional trading and ongoing operations, Finloop combines FinEAM, Webportal, a unified middle and back office, and financial infrastructure into configurable institutional wealth capabilities.
Build Unified Client and Account Foundations
Connect client information, identity checks, risk profiles, accounts, assets and holdings into a complete client wealth view and a common foundation for investment management and ongoing services.
Digital OnboardingClient Information ManagementIdentity and AML ChecksRisk ProfilesAccounts and Assets
Platform and Infrastructure Support
Platforms can work independently or together according to institutional needs; they deliver capabilities rather than define solution categories.
Digital Wealth Management Platform
FinEAM
A digital wealth management platform for professional wealth institutionsExploreFinEAM →
Multi-Asset Product and Trading Platform
Webportal
A multi-asset wealth product and trading platform for professional institutionsExploreWebportal →
Wealth Operations Middle Office
FinOne
A unified wealth operations middle office supporting FinEAMExploreFinOne →
Financial Infrastructure
FinMix
Finloop's proprietary trading and account infrastructure
Our Service Process
Implement institutional wealth solutions through business planning, configuration, system connectivity, testing, launch and ongoing operations.
1Business and Solution Design
Confirm objectives, client types, product scope, system architecture and partnership boundaries.
2Configuration and System Connectivity
Complete system and product configuration, interfaces, data connections and permissions.
3Testing and Production Launch
Complete user acceptance testing, compliance checks, training and launch.
4Ongoing Operations and Improvement
Continue product, system and operational support and improvement according to the engagement model.
Client Stories
See how institutions connect clients, investments and ongoing services through real business scenarios.
An EAM / Family Office Connects the Full Wealth Service Process
Client name, launch timeline and business results await publication authorization. This case shows confirmed project scenarios and solution structure only.
Business Background
Client data, product research, orders and asset reports are scattered across systems, requiring frequent switching during daily services.
Solution Configuration
Use FinEAM to connect clients, products, investments, trading, portfolios and investor experiences.
Business Changes
Enable continuous wealth services around the same client, reducing process and information gaps between systems.
Frequently Asked Questions
How does FinEAM differ from Webportal?+
FinEAM focuses on complete wealth management, including clients, accounts, assets and portfolios. Webportal focuses on multi-asset access, professional trading, orders and institutional operations. They can be used separately or together.
Must we use every wealth product?+
No. Institutions can choose asset classes and trading capabilities for their business scope and expand over time.
Can we integrate only bonds or structured products?+
Asset classes can be configured according to the engagement model, product eligibility and business scope.
Can you connect to our existing systems?+
APIs and data interfaces can connect existing client systems, with the scope determined by the project architecture.
Is FinMix required?+
Not necessarily. Account, trading and dealing system architecture depends on existing institutional systems and the engagement model.
Which wealth products are supported?+
Cash management, funds, bonds, structured products and other capabilities are available according to business requirements. Other asset classes depend on institutional qualifications, accounts and product access.
Is this suitable for institutions with existing wealth systems?+
Yes. Add product, trading, wealth management, operations and data connectivity without replacing the entire existing system.
Build Your Institutional Wealth Business
Combine client wealth management, multi-asset products and professional trading capabilities around your business foundations, product scope and existing systems.