Focus on the big picture, simplify and clarify … stick to your TrueNorth!
Optimize long-term returns and control investment expenses ... across your entire universe of financial assets!
Manage asset allocation and what-if scenarios yourself ... no forced-fit solutions or mechanical re-balancing!
FinDosh tracks all instruments and monitors overall performance in family OmniFolios holding a variety of publicly traded and privately held financial assets.
Use it to simulate bull/bear scenarios and optimize your asset allocation for
changing markets.
THE PROBLEM
You have many separate investment accounts and private holdings. Given the complexities of account reporting, your financial advisors are unable to generate a clear view of your consolidated OmniFolio.
Paper statements and downloaded spreadsheets are not easily combined. Online tools do a sub-optimal job of presenting consolidated information across all accounts, such as true returns and free cash positions, and exposure to investments, specific asset classes and/or industry sectors and geographies. This leaves investors in the dark, and leads to "excessive" drawdowns in bear markets and "lost" upside in bull runs.
OUR SOLUTION
Our secure and flexible Client Portal ingests all your statements and spreadsheets, and consolidates them for a multi-dimensional OmniFolio review. Integrating real-time pricing and APIs with gen-AI tools, customized templates deliver consolidated reports and specific views for do-it-yourself client action, and dynamic simulation.
Instead of worrying about the short-term, you can focus on fortifying long-term OmniFolio returns and tax/cash efficiency. And avoid zig-zag "chase-the-market" trades across your universe of financial assets.
Whole-Folio Scan
How We Do It
Capture/update individual investment accounts, directly and from fintek platforms, in a unified OmniFolio database.
Properly tag untagged holdings to establish actual asset allocation, remove “Unknown, Other” categories.
Compare actual against user-defined preset TrueNorth allocations across all holdings.
Run AI agents and dynamic portfolio simulations to stress test and fortify the OmniFolio.
Value Proposition
One-stop-shop reporting, analytics, and dynamic scenario simulation, covering all your investments
Including offshore accounts, precious metals, cryptocurrencies, private REITs, VC/PE and other alternative assets
Annual subscription model
No recurring investment management fee
No asset solicitation
Complete confidentiality, total privacy
Client Testimonials
Robert Chang,
New York City
I always had problems keeping track of what my investments were doing as a whole before. Now with FinDosh I know exactly where my financial position lies
Lisa McDermott,
Boston
FinDosh has been an amazing revelation. It is so convenient to use and as a working mother a real time saver.
Calvin Jordan,
Dallas
FinDosh is so easy to use. Just a few clicks and I have all my financial information in one place. Makes it so easy to make the best of my money.
Bipin Desai,
Bangalore
Having a hectic medical career has always made me feel that I just don't have enough time to make the most of my investments. With FinDosh I finally have a solution that does so much of the heavy lifting for me.
