Finesse

Finesse makes it simple for clients of financial advisors to view and track their investments in one secure place. The app provides easy access to your portfolio, reports, and performance insights — helping you stay informed and confident about your financial goals.

You can log in anytime to monitor your holdings, check asset allocation, or review recent updates. The intuitive interface ensures a seamless experience across devices, whether you’re looking for a quick overview or detailed portfolio analysis.