Finary delivers an all-in-one wealth management solution that combines automated portfolio tracking, cryptocurrency integration, and personal finance management. The platform enables users to monitor multiple assets in real-time, analyze portfolio performance, and optimize investment strategies while providing secure, AMF-registered infrastructure for both individual and professional investors.

Finary Overview

Comprehensive Multi-Asset Portfolio Management

Finary's platform stands out with its ability to track and manage diverse investment portfolios across multiple asset classes. The system provides real-time monitoring of cryptocurrencies, stocks, real estate, and other investments, offering users a complete view of their wealth through a unified dashboard. Integration with various financial institutions ensures automated updates and accurate portfolio valuation.

Advanced Budget Management with AI Categorization

The platform's budget management capabilities leverage artificial intelligence for intelligent transaction categorization. Users can create custom categories, set personalized rules, and visualize cash flow patterns through intuitive analytics. The system's read-only bank account integration ensures security while providing comprehensive financial oversight.

Professional-Grade Performance Analytics

Finary's analytics engine delivers detailed insights into portfolio performance, risk exposure, and investment returns. Users can access visual representations of their investments, track historical performance, and analyze asset allocation across different investment categories. The platform's real-time monitoring capabilities help investors make data-driven decisions.

Secure Multi-Tier Service Structure

The platform offers three distinct service levels - Finary Plus for individual investors, Finary Pro for professional wealth managers, and Finary One for private wealth management. Each tier provides progressively more advanced features and capabilities, ensuring solutions for different investor profiles while maintaining strict security standards and regulatory compliance.

Automated Cryptocurrency Portfolio Integration

Finary's cryptocurrency tracking features enable seamless monitoring of digital assets alongside traditional investments. The platform supports multiple exchanges and wallets, providing real-time valuation updates and performance metrics for crypto holdings within the broader portfolio context.

Customizable Reporting and Analytics Tools

The platform offers flexible reporting capabilities that allow users to generate customized performance reports and analysis. These tools help track investment goals, monitor portfolio diversification, and assess risk levels across different asset classes, providing valuable insights for portfolio optimization.

Finary Pricing

Finary Plus

6.99 USD

monthly/ subscription

Features:

  • Track unlimited assets across multiple portfolios
  • Real-time portfolio performance monitoring
  • AI-powered transaction categorization
  • Automated bank account synchronization
  • Custom category creation
  • Visual cash flow analytics
  • Basic performance reports
  • Mobile and web access
  • Multi-currency support
  • Cryptocurrency portfolio tracking
  • Standard email support

Limits:

  • Read-only bank account access
  • Limited to personal use only
  • Basic API access
  • Standard report templates only
  • Email support with 24-hour response time
Finary Pro

14.99 USD

monthly/ subscription

Features:

  • All Finary Plus features
  • Advanced portfolio analytics
  • Professional-grade reporting tools
  • Custom report generation
  • Enhanced risk metrics
  • Multi-client portfolio management
  • Advanced performance attribution
  • API access for automation
  • Priority support
  • Team collaboration tools
  • Custom branding options
  • Advanced data export capabilities

Limits:

  • Up to 25 client portfolios
  • Maximum 5 team members
  • Read-only bank account access
  • Priority support with 12-hour response time
Finary One

--

monthly/ custom

Features:

  • All Finary Pro features
  • Unlimited client portfolios
  • Dedicated account manager
  • Custom integration development
  • White-label solutions
  • Advanced API access
  • Custom feature development
  • 24/7 premium support
  • Unlimited team members
  • Customized reporting solutions
  • On-premise deployment options
  • Regular strategy consultations

Limits:

  • Custom contract required
  • Minimum commitment period may apply
  • Enterprise-level SLA requirements

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