Professional Grade Tools for You
At Finberry, we offer a suite of professional-grade tools designed to enhance your investment experience and optimize your financial strategies. From comprehensive wealth aggregation to in-depth analytics and profiling, our technology empowers you to make informed and strategic decisions with ease.
Finberry Ltd is a licensed portfolio manager by the Israel Securities Authority, license #846.
Wealth Aggregation
Our wealth aggregation tool seamlessly connects all your accounts and assets, providing a unified and comprehensive view of your entire financial landscape. Finberry.ai currently supports the integration of Israeli and EU accounts, crypto wallets, and our exclusive FNBY trading portal, with more regions and features to come. This allows you to consolidate information from multiple sources, including banks, investment accounts, digital assets, and trading activities, all in one place. Manage and track your wealth with clarity and precision, ensuring you have full control over your financial data.
Your Wealth
This tool allows you to view your wealth organized like a professional balance sheet, with assets and liabilities categorized and displayed in order of liquidity. The detailed subscreens provide transparency and clarity, enabling you to dive deeper into each category, monitor individual holdings, and assess your overall financial position accurately. With Finberry.ai, you gain a comprehensive and structured overview of your assets and liabilities, supporting informed and strategic decision-making.
Analytics
Our Analytics tool provides a comprehensive overview of your entire wealth, not limited to your investment portfolio but encompassing all your assets. Measure, control, and analyze your financial landscape with in-depth insights that cover every aspect of your holdings. Finberry.ai’s platform allows you to track performance, evaluate risk, and gain clarity on the composition of your wealth, enabling you to make informed decisions that align with your financial objectives. Whether it’s investments, real estate, or other assets, our analytics ensure you have a complete picture of your financial health.
Profiling
Understanding your financial knowledge, risk appetite, and values is essential for successful investment management. Our profiling tool assesses and categorizes your financial knowledge, risk profile, ESG preferences, and long-term goals, allowing for the creation of personalized strategies that reflect your unique situation. By incorporating your level of financial understanding, Finberry.ai ensures that your portfolio and strategies are not only aligned with your values and objectives but also suitable to your experience level, adapting as your circumstances evolve.