How We Can Help
FinchTech aims to deliver on the promise of robo advice through a platform that is in fact both non-advised and managed by discretionary fund managers, not robots. Our aim is to embark on a strategic relationship with financial advisers, offering the complete white-labelling of our all-encompassing platform with ease and simplicity. Our portfolio service has been designed and developed to provide clients peace of mind in relation to key portfolio fundamentals: Diversification, security, transparency and liquidity.
TAM's investment managers use diversification across a vast 7,000+ universe to invest with some of the best fund managers spanning the largest fund houses in the world.
We do not seek to hold client assets directly, instead clients’ investments are typically held with our custodian, Pershing Limited - part of The Bank of New York Mellon Corporation (BNY Mellon) and one of the world’s largest and strongest financial institutions. They offer some of the highest levels of protection available in the industry.
TAM's innovative online platform offers 24 hour access and complete reporting transparency. It allows up to date portfolio valuations, detailed analysis of investments, performance measurement and a comprehensive breakdown of asset exposure. With a few clicks it is possible to draw a full management report and download it instantly.
The time to return clients' money (liquidity) is reported everyday. We do not impose any lock-in periods for clients withdrawing or moving their funds if their circumstances change, or if they are not entirely satisfied.