Finware is a financial technology company that provides innovative software solutions for financial institutions and individual investors. Their products focus on portfolio management, risk assessment, and investment research.
Incorporated in 2010
Headquartered in San Francisco, California
Initially started with a team of three software engineers
Received seed funding from prominent venture capital firms in 2011
Launched their first product, a portfolio management software, in 2012
Expanded their product offerings to include risk assessment and investment research tools in 2014
Established strategic partnerships with major financial institutions in 2016
Continued to enhance and evolve their product suite based on customer feedback and market trends
Currently serving a diverse range of clients including banks, asset managers, and individual investors
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A comprehensive portfolio management software that enables investors to track and analyze their investment holdings, monitor performance, and make informed decisions.
An advanced risk assessment tool that helps financial institutions evaluate the potential risks associated with investment strategies and optimize risk-adjusted returns.
An investment research platform that provides in-depth analysis, market intelligence, and actionable insights to investors, empowering them to make well-informed investment decisions.
Finware caters to financial institutions such as banks, asset managers, and wealth management firms, as well as individual investors.
Finware's portfolio management software allows users to track investment holdings, monitor performance, conduct investment analysis, generate reports, and manage risk.
RiskAssist enables financial institutions to assess the potential risks associated with investment strategies, analyze portfolio risk, and optimize risk-adjusted returns.
Yes, Finware's research platform, ResearchPro, offers customizable dashboards, alerts, and reports to cater to the specific research needs and preferences of individual investors and financial institutions.
Yes, Finware provides API integration capabilities to integrate their software solutions with existing systems or third-party applications used by financial institutions.