Fundraising, Investment Collection, and management for brokers & dealers

As any manager knows, the key to effective fundraising is speed and efficiency. Closing more deals, quickly and without a broken process is essential when dealing with private and alternative investment markets.

FINconnect was purpose built with speed and simplicity at the forefront of it’s design. Automating the investor interaction from invite to investor acceptance, collection of funds, all the way through to distribution, FINconnect streamlines fundraising in a simple, intuitive and automated platform.

Why choose us?

FINconnect manages and automates the entire lifecycle of fundraising via the issuance of both traditional and digital securities by automating each step of existing dealer processes:

Single sign-on account verification and collection of investor funds (EFT/Registered accounts new payments facilities coming soon!)

Split settlement and disbursement features for simplified issuer redemption and dealer commissioning

Configurable cooling off period

Authorized 3rd party custodial services

Fully automated closing and distribution

Fully automated maturation period

Managed deal status with automated rulesets

Have a specific payment related challenge or pain point?  Talk to us about customized features and functionality. We love solving our customers' unique and complex payment challenges

FINconnect provides dealers real-time status updates and investment tracking as investments move through each stage of their lifecycle, saving time and limiting investor attrition. Reporting is thorough, concise and updated in real-time, ensuring dealers have insights into the pulse of their business across all active fundraising campaigns. All of these features and more are supported with robust APIs

Already working with a servicing platform that you love?

No problem.

FINconnect supports robust API’s so you can keep your existing operating procedures and augment your service delivery through seamless integration to your existing platforms.

Are you still using manual systems?

No problem.

Dealers can access all of the above and more through our platform in standalone mode. We are always adding new and robust features and capabilities and enhancing existing features regularly, ensuring that dealers have the tools required to deliver to both issuers and investors alike.

Schedule a demo today

Let FINconnect for Brokers & Dealers show you what we can do for your firm.