Spend less time analyzing data and more time growing client relationships. Finara gives you intelligent insights and ready-to-share updates in one simple platform.
Instantly see what's working, what needs attention, and where opportunities lie — without hours of analysis.
Identify top-performing portfolios, underperformers, churn risks, and upsell opportunities.
Segment clients based on investment patterns, market events, and lifecycle stages.
AI-generated nudges for top-ups, timely interventions, and churn reduction.