FinchTech provide a plug and play service enabling you to link to your own white labelled, non-advised digital investment solution from your website.
From the white label site, Clients advise how much they would like to invest, for how long and select between a General Investment Account or an ISA. (A SIPP is coming soon).
Clients then choose one of eight different portfolios from which to invest in - four Mainstream investment portfolios and four Ethical, Social, Environmental, Sustainable (E.S.E.S) portfolios.
Clients provide a few personal details to enable processing of their application and identity checks once application submitted.
The Client can choose to optionally participate in our You Give We Give award nominated charitable giving scheme.
The Client accepts the terms and conditions, submits their applicaton and transfers funds. We will send the client a welcome email and once their account is funded, we will enable their log-in to our innovative Platform where they can review and monitor their investments, 24/7.
SEE, HOW SIMPLE IS THAT?