Finesse Test
10+
Downloads
Everyone
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About this app
Finesse makes it simple for clients of financial advisors to view and track their investments in one secure place. The app provides easy access to your portfolio, reports, and performance insights — helping you stay informed and confident about your financial goals.
You can log in anytime to monitor your holdings, check asset allocation, or review recent updates. The intuitive interface ensures a seamless experience across devices, whether you’re looking for a quick overview or detailed portfolio analysis.
You can log in anytime to monitor your holdings, check asset allocation, or review recent updates. The intuitive interface ensures a seamless experience across devices, whether you’re looking for a quick overview or detailed portfolio analysis.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
Finesse makes it simple for clients of financial advisors to view and track their investments in one secure place. The app provides easy access to your portfolio, reports, and performance insights — helping you stay informed and confident about your financial goals.
App support
About the developer
ADVANTAGE FINTECH PRIVATE LIMITED
integrations@advantagefintech.com
NO 359, 16TH MAIN, 4TH T BLOCK, JAYANAGAR
Bengaluru, Karnataka 560041
India
+91 98451 75725
