# Finnacl

- **Website:** <https://finnacl.com>
- **Primary alias:** `finnacl.com`

## Description

Finnacl is a financial technology platform designed to help registered investment advisors and family offices serve more households while preserving personal client relationships. Its tools bring goals-based planning, portfolio management, client communication and oversight together in one place. Portfolio Studio helps advisors shape plans around each client’s goals and comfort with risk, prepare clear proposals, and give clients a portal to review progress, documents and recommendations. Clients can see how proposed changes may affect their goals and approve plans from their devices.

The platform is designed to automate routine work such as rebalancing, drift checks and paperwork, while keeping advisors responsible for relationships and plan approvals. Firm-level guardrails support suitability checks, position limits, liquidity controls, stress testing and trade surveillance. Finnacl also offers private market access through feeder fund vehicles, with services for investor eligibility checks, KYC/AML onboarding, subscriptions, capital calls, reporting and eligible secondary transfers. The company provides educational resources, including a private markets course, glossary, guides and webinars.

## Industries

- 💰 Finance
- 💰 Investing _(under Finance)_
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/finnacl)

## Logos & icons

- logo _(primary)_ — SVG, PNG — [download](https://cdn.brandfetch.io/idMBfo3QM0/theme/dark/logo.svg?c=1bxid64Mup7aczewSAYMX&t=1793785238674)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idMBfo3QM0/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793785238757)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Cornflower Blue | #63a6e4 | accent |
| Ebony | #05070f | dark |
| Melrose | #c4b5fd | light |

## Fonts

- Playfair Display — asset _(google)_
- Roboto — asset _(google)_

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_Source: <https://brandfetch.com/finnacl.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._