The Operating System for Financial Advisory
A white-label RegTech platform for financial advisories, insurance agencies, and brokers. We automate compliance, speed up back-office processes, and turn your operations into a valuable data asset.
FundFinder is an OS designed to solve the industry's dual crisis of compliance risk and agent retention. Our platform replaces fragmented spreadsheets and manual paperwork with a single source of truth, making advisory firms more compliant, efficient, and a more attractive place for top-tier agents to build their careers.
The Client Hub
A secure, unified portal for clients to manage their profile, complete onboarding, and view their financial journey, creating a persistent, institutional asset.
The "Buddy" Co-pilot
An intelligent agent for the conventional advisor that analyzes consultation transcripts, flags compliance risks, and generates audit-ready documentation in seconds.
The Compliance Dashboard
A supervisory view providing automated suitability checks and seamless client transitions, solving the 'orphan client' problem and enhancing team oversight.
The 2x Guaranteed ROI for Agency Leadership
Focus on the two financial outcomes that matter most to C-level executives.
| ROI Metric | Strategic Value |
|---|---|
| Commission Velocity | The system provides AI-Validated Reasonability Benchmarks that dramatically accelerate the compliance sign-off process. This speeds up back-office processes and gets agents paid faster, which is the key to agent retention. |
| Risk Immunity | The Conflict Flagging System and Attestation Lock-In create a seamless, defensible audit trail. This programmatically addresses MAS Balanced Scorecard (BSCF) benchmarks for KYC and suitability, mitigating the risk of costly infractions. |
