Finity360™
Wealth management operations
Finity360 is a comprehensive suite of native Salesforce applications that unifies document management, compliance, onboarding, and investor communications in one platform, seamless, FINRA/SEC/CFTC compliant, and AI- and blockchain-enabled.
Finity360 brings the document, forms, recovery, monitoring, and tracking workflows that sit at the heart of how firms serve clients into one connected Salesforce-native suite.
Key capabilities
Docs
FINRA-compliant document management built natively on Salesforce.
Recovery
Automated Salesforce data backup and point-in-time restore.
Forms Plus
Digital onboarding with integrated Quik! forms.
Tracker
Investor communication compliance and audit trails.
What you get
Finity360 lets your firm tap descriptive, predictive, and prescriptive analytics to understand what is happening, why, and what action to take, without binding your data to proprietary legacy systems.
- Seamless user experience
- FINRA, SEC and CFTC compliant
- AI- and blockchain-enabled
- Extends your existing infrastructure, no data lock-in
One platform. Every module.
FINITY360 DOCS
SalesIntelligent Document Management for Financial Services
FINITY360 SYNTHIFY
SalesUnlock the power of your data. Without high cost or risk.
FINITY360 FORMS
SalesThe Natural solution to simplify customer onboarding
FINITY360 RECOVERY
SalesPowerful Digital Recovery and Backup
FINITY360 MONITOR
SalesSimple supervision solution with one-click review functionality
FINITY360 PORTAL
SalesServicing your customers needs directly through Salesforce
FINITY360 TRANSITION
SalesMoving paper documents to the digital age.
FINITY360 TASKS
DigitalManage your reputation with Finity360 Advisor Tasks and never leave a task undone.
FINITY360 CHECK
SalesSanctions Screening Software for Salesforce
FINITY360 TRACKER
SalesDigitally manage, communicate and deliver and ensure Tracker client communications
SIGNIX FOR SALESFORCE
FINITY360 IDENTITY
SalesServicing your customers needs directly through Salesforce
See Finity360™ on your own data
Book a walkthrough and we will show how Finity360™ fits the systems your team already runs.
