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Finda gives you what no platform did: each client's complete book, consolidated in USD, and the whole firm in one view.
The usual way
A spreadsheet per client
One Excel per family, PDFs by email and a quarter-end that takes a week of copy and paste.
Each custodian's portal
Each broker shows its own slice. Nobody shows the client's whole position, the offshore account or the apartment.
The US platforms
Addepar and its peers are priced for US custodians and have never heard of the exchange rate, the local tax office and offshore accounts.
What changes with Finda
Each client, complete
Every custodian, every country and every currency in one USD book per client, with source and date on each number.
The firm, in one view
Exposure, concentration, cash and stale statements across all clients. Who holds too much of one stock, who has a US estate-tax problem, who needs a fresh statement.
Advice, computed
Trading-cost routing, Wealth taxes scenarios and US estate exposure per client. Tax and estate are part of the report, not a separate product.
Tell us about your firm
Two minutes. How many clients you serve, where they custody and how you build their reports today.