Connect your strategy to every client’s portfolio.

Choose the house strategy once. Finaxion checks it against each client’s mandate, sizes the trades and prepares the orders for every broker, ready for the client to approve.

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Batch rebalance: one strategy turned into orders per client and broker
A morning with your book.
1 · Today

What changed overnight.

Moves, filings and alerts across every client, ranked by who it affects most. Before the first call of the day.

TodayExample
Client A · MSFT reports tonight3 portfolios
Client B · WALMEX moved −4.1%Above alert
Client C · New 10-Q filed for AMXRead by AXI
Client D · Rebalance window opensDue today

A thesis the committee actually signs.

Every strategy carries its memo: why you own it, what would make you sell, and the evidence behind it. The committee votes on each version, and the record keeps them all.

  • Thesishypothesis, risks and exit rules, written once
  • Evidencereturn, volatility, drawdown and today’s holdings
  • Votethree signatures per position, every version kept
Investment committee memo with the strategy thesis and evidence
One client’s page: target versus actual allocation, pending items and timeline

Every client, on one page.

Target versus actual, what is pending, the full relationship timeline and a portal the client can open. Ready before the call starts.

  • Drifthow far each portfolio sits from its target
  • Next stepthe proposal, the call prep, the report
  • Portalwhat the client sees, shared in one click

Compliance that runs while you work.

Built around what the CNBV asks of Mexican advisors. Finaxion is technology; the advice and the license stay with you.

SuitabilityEach recommendation checked against the profile and mandate.
Approved ordersNothing leaves without the client’s instruction on record.
Anti-money-launderingScreening and alerts on clients and movements.
DocumentsContracts, profiles and statements, ready for a visit.
Regulatory calendarEvery report and its deadline, with the file ready.
Audit trailWho saw, changed and approved what, and when.
Compliance traffic light per client with the regulatory calendar

Desk, for advisors and firms.

Everything above, for your whole book: 25 portfolios, accounting for five companies, exports with your brand and an API. Seven days free.

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DeskFor advisors, family offices and firms
$9,590MXN / year
$799 a month · save 60%Try Desk free
  • 3,000 AI credits a month
  • 40 deep analyses a month
  • 60 strategy generations a month
  • 200 backtests a day
  • 25 portfolios, unlimited positions
  • Accounting for 5 companies
  • API with 10,000 calls a month
  • Exports with your brand
Start free trialFor advisors · Finaxion