Finberry Suite for Advisors
Power Your Practice. Strengthen Your Client Relationships.
Grow your practice with powerful digital tools built for modern advisors.
Enhance client relationships, drive efficiency, and position your brand for long-term success.
A Digital Suite Built for Advisory Success
Finberry is your digital partner for modern advisory growth.
We offer a full suite of tools designed to help you deliver a superior client experience, operate more efficiently, and expand your business independently.
From portfolio aggregation to smart analytics, curated investment opportunities, and client engagement solutions, Finberry equips you to better serve your clients, better grow your practice, and better connect with new opportunities — all while keeping your brand front and center.
Why Join Now
of surveyed advisors believe that better automation tools will help them accelerate growth and better serve their clients. (source: Finberry survey 2025)
Grow Efficiently, Serve Better
Automate key tasks, optimize client management, and focus your time on high-value advisory work that drives client satisfaction and loyalty.
Expand Your Reach in a Digital-First World
Clients expect seamless digital experiences and greater access to their advisors. Finberry helps you modernize your services, strengthen your brand, and expand your reach to more clients.
Access More Opportunities
Through Finberry, broaden your service offering with curated investment solutions and differentiated tools that elevate your value to new and existing clients.
Who Finberry Is Built For
Independent Financial Advisors
Stay independent while offering a premium, digital-first client experience powered by Finberry’s tools.
Advisory Firms
Streamline operations, manage portfolios more efficiently, and enhance your value proposition with scalable technology.
Wealth Managers and Family Offices
Modernize your client experience, expand your investment offering, and operate with greater agility.
Advisors Building Their Practice
Accelerate your growth with smart digital tools that help you compete, differentiate, and scale faster.
Your All-in-One Platform to Advise, Grow, and Scale
Finberry brings together the essential tools you need to manage client portfolios, deliver personalized service, and grow your advisory practice - all from one platform.
Dynamic Dashboard
Consolidate client portfolios across banks, brokers, and custodians into one clear, real-time view.
Client Visibility and Engagement
Empower clients with a mobile app and Hub access to view, interact, and stay connected with their portfolios.
AI-Driven Investment Tools
Leverage advanced technology to optimize portfolios, monitor allocations, and enhance client strategies.
Digital Onboarding
Seamlessly onboard new clients with secure, efficient digital processes, reducing friction and saving time.
Advisor Marketplace Profile
Stand out via your expertise, ESG stance, language, or geography.
Client Profiling
Build detailed risk, ESG, and preference profiles to personalize every client’s investment journey.
Automated Investment Proposals
Generate tailored investment strategies aligned with each client’s objectives, efficiently and at scale.
Automatic Rebalancing
Maintain alignment with client mandates through smart, automated portfolio rebalancing tools.
AI-Powered Research & Analytics
Unlock deeper insights with AI-driven analytics, risk analysis, and market news and research tailored to your needs.
Automated Reporting
Deliver customized, professional reports effortlessly, enhancing transparency and client satisfaction.
Simple, Transparent Pricing for Advisors
Choose the plan that fits your growth journey. Flexible options based on your assets under management (AUM), with modular add-ons to scale smarter and serve clients better.
Family Office Suite (Add-On)
$100
Get 20% off your subscription for clients onboarded via the Finberry app.
- Billed Annually
- Includes Compliance + Trading Tools
Market Insights (Add-On)
$50
Get 20% off your subscription for clients onboarded via the Finberry app.
- Billed Annually
- Includes Market Data Access
Efficiency Booster (Add-On)
$100
Get 20% off your subscription for clients onboarded via the Finberry app.
- Billed Annually
- Includes Automation Tools
Essential Suite
$250 /month
Get 20% off your subscription for clients onboarded via the Finberry app.
- Billed Annually
- Includes Full Wealth Suite
F.A.Q.
FREQUENTLY ASKED QUESTIONS
What is included in the Core Platform subscription?
The Core Platform includes full wealth consolidation, client app access, portfolio management tools, investment marketplace access, client onboarding automation, and visibility on the Finberry Hub.
Can I add modules later?
Yes. You can start with the Core Platform and add Efficiency Booster, Market Insights, or Family Office Suite modules at any time as your needs evolve.
How does the Hub discount work?
If clients are sourced through the Finberry Hub, you receive a 20% discount on the related AUM pricing for your Core Platform and any active add-ons.
How is the pricing based on AUM calculated?
Your pricing tier depends on your total assets under management (AUM). You only pay based on the bracket you fall into. Pricing is billed annually but displayed monthly for clarity.
Who owns the client relationship?
You maintain full ownership of your client relationships at all times. Finberry operates behind the scenes to support your growth without interfering.
Main Features:
See what’s included with the Core Platform and add-on modules – all designed to help you consolidate, optimize, and scale your advisory business.
(including private assets)
Real-Time Visibility
Tools and Analytics
Marketplace Access
and Networking
Onboarding
Proposal Generation
Rebalancing
Insights
Research, and News Access
Automation
Electronic Trading
Ready to scale your advisory business with the digital edge you deserve?
Let’s build your future with Finberry.