Enterprise Customisation for Research and Advisory FirmsFor larger research and advisory firms, Finuro offers a custom plan: custom features, integrations and workflows built on request, a dedicated account manager, priority support and help migrating from your current systems, on top of everything in Finuro's standard platform.  ENTERPRISE What does the enterprise plan include?Finuro's platform, adapted to how your firm works. Custom developmentFeatures, integrations and workflows built for your firm, scoped with you. Dedicated account managerOne point of contact who knows your setup. Priority SLAFaster response times for your team. Migration supportHelp moving clients, plans and records from your current tools. WHY IT MATTERS Why choose a custom plan?Large firms rarely fit an off-the-shelf setup exactly. Fits your processAdapt Finuro to your workflows instead of changing them. Connect your systemsIntegrations with the tools your firm already uses. Lower switching riskMigration support keeps clients and records intact. Room for larger teamsPlans sized for bigger teams and client bases. How an enterprise engagement worksStep 1 DiscoveryWe map your workflows, systems and requirements. Step 2 Scope and planWe agree what will be customised and how. Step 3 Build and migrateCustom work is built and your data is moved. Step 4 Launch and supportYour account manager and priority support take over. Who is the enterprise plan for?Research houses, multi-analyst firms, wealth and advisory businesses with large client bases, and firms with existing systems that a new platform has to work with. If the standard plans cover most of what you need but not all of it, the custom plan closes the gap. What you get on top of the standard platformCustom features and workflowsChanges to how Finuro works for your firm, from additional steps in onboarding to workflows that match your internal approvals, scoped with you and built by Finuro. IntegrationsConnections between Finuro and the systems your firm already uses, agreed during discovery. A dedicated account managerOne person who knows your setup, coordinates custom work and is your first contact for questions. Priority supportFaster response times under an SLA agreed with your firm. Migration supportHelp moving clients, plans, documents and history from your current tools, so the switch doesn't disrupt clients. How an engagement runsWe start with discovery: your workflows, your current systems and what has to change. We agree a scope and plan, build the custom work, migrate your data, and launch with your account manager and priority support in place. Compliance features such as audit trails, consent records and record retention apply to custom work as they do to the standard platform. Common use casesA research house with many analystsCustom approval workflows for publishing calls, with each analyst's activity in the audit trail. A firm with an existing CRMIntegrate Finuro with the systems the sales team already uses, and migrate client records. A wealth business adding researchAdapt onboarding and plans to the firm's existing processes. Related Finuro features
Frequently asked questionsCommon questions about enterprise customisation in Finuro. Built for SEBI RAs and IAs Talk to us about your firm's needsCustom features, integrations and migration, with a dedicated account manager.  |
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