Zhang Shuzong
CEO
Finvity
Finvity is a platform that helps financial and legal professionals create tailored financial, estate, and succession plans for their clients. By providing a simplified approach to understanding client profiles, Finvity enables professionals to offer more suitable legal and financial solutions.
- Data & Analytics
- Enterprise Software
- Financial Technology
- Legal Technology
- Software Only
Updated 7 months ago
Funding
Funding rounds are not available yet.
Founders
Ludmila Corrêa
Advogada e Sócia
Product
Problem
Financial and legal professionals often struggle to efficiently create comprehensive financial, estate, and succession plans for their clients due to the complexity of client data and the need for tailored solutions. This can lead to inefficiencies in understanding client profiles and offering the most suitable legal and financial strategies.
Solution
Finvity offers a platform designed to streamline the creation of tailored financial, estate, and succession plans for financial and legal professionals. The platform simplifies the process of understanding client profiles, enabling professionals to offer more suitable legal and financial solutions. By providing tools to efficiently manage client data and generate customized plans, Finvity empowers professionals to deliver comprehensive and effective advice.
Target Audience
Finvity is designed for financial advisors, estate planning attorneys, and other financial and legal professionals who create financial, estate, and succession plans for their clients.
Features
- Client profile management tools for organizing financial and legal information.
- Customizable templates for creating financial, estate, and succession plans.
- Integration with legal and financial databases for up-to-date information.
- Reporting and analytics to track client progress and plan performance.