CLIENT-CENTRIC
Finlive addresses advisors’ specific needs to trade structured products. Accordingly, increase speed and focus on value-focused missions such as pitching new products to clients.
SOCIAL NETWORK
Finlive allows you to find or share investments ideas that can later be transformed into a shared private placement issued at competitive prices.
BUILD PRODUCTS & REPORTS
Build your product interactively with instantaneous pricing indication. Additionally, create powerful sales documentation to support your sales pitch.
FEES & CHARITIES
Determine the margin you will receive. You can also add a fee to a charity that you care about.
EDUCATION
In joining our platform, you will receive access to free e-learning opportunities, including webinars and courses on structured products.
