Integration to FINconnect allows your platform to streamline funding & custodial requirements

When it comes to managing private investments, burdensome processes hindering the collection, reporting and disbursement of funds is rife with regulatory hurdles and challenges. Solving for these archaic processes is our specialty.

FINconnect was purpose-built with speed and simplicity at the forefront of its 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.

Built to partner with other leading platforms, our API’s are simple, intuitive and easy to work with. We’re so sure you will agree, we’re providing a snapshot below. End to end integration can be accomplished in as little as a day!

Did we mention partner?

Our integrated partners enjoy working with us, why wouldn’t they with referral revenues on an ongoing basis and dedicated integration support?

We take care of everything else, from client onboarding and customer service to reconciliation and reporting. We let you focus on supporting your business while providing your clients with a seamless, end-to-end experience ensuring customer retention and expanded revenue streams.

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 customer's 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

Schedule a demo today

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