About us

Our solutions for your advisory success

The recent financial crisis unsettled many investors. The uncertainty, along with a more and more complex asset management, diminishes the returns of financial services providers. Moreover, asset managers and banks are forced to rethink their business models due to regulatory pressure and increased client sensitivity.

Investment advisory in transition

finatris has identified several trends in the future development of investment advisory and asset management:

  • Mobility is the future

  • Clients and their advisors are connected globally and communicate interactively

  • Clients call for transparency

  • Markets will remain volatile

  • Regulatory and cost pressure will continue to rise and diminish returns

finatris – global, interactive, transparent

finatris´s first and foremost goal is to support and accompany you as a financial services provider in these developments. On the one hand, we would like to give you the opportunity to make investment advisory an experience again and open up new avenues for winning customers. For this reason we developed our unique mobile advisory software, the finatris Portfolio Simulator. On the other hand, we provide you with our PrognosD Trend Cockpit as your investment GPS in turbulent times.

We are looking forward to getting to know you.