Fintivity

Fintivity provides a comprehensive technology solution for brokers in the financial services industry. The company's mission is to streamline and simplify brokerage operations by offering a unified platform that manages the entire client lifecycle. This includes client onboarding, automated KYC & AML verification, a client portal (Trader's Room), CRM functionalities, and integrated payment solutions. Fintivity aims to help brokers enhance efficiency, ensure compliance, and improve the overall client experience through its integrated software.