Use cases
Products that get better with Finatic
Portfolio apps, trading platforms, wealth software, and internal ops — without a custom brokerage stack for every firm your users already have.
Consumer and fintech
Portfolio apps that see every account a user already holds
Users connect the brokerages they already have. Your product shows one book of accounts, positions, and balances — without a custom integration per firm.
Active trading
Trading platforms that do not rebuild the order stack per broker
Place and manage orders next to the same account and position reads. Expand to more institutions without standing up another broker-specific trading pipeline.
Advisors and wealth
Wealth and RIA software with a single book of client accounts
Clients connect the institutions they already use. Planning, reporting, and household views sit on one data model instead of a mash of broker portals and files.
Internal tools
Risk, reporting, and ops on the same connection as the product
Internal consoles, exports, and risk views consume the live account-scoped data your product already has — not a second pipeline of broker files.