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Company
Partnerships
 
FinPortfolio offers a variety of institutional partnerships, aimed at strengthening the institutions with whom we partner:

Institutional Partnership Opportunities:

  • Syndication Partnership: Delivery of FinPortfolio's service to the customers of a partner institution, in the look and feel of the partner's own Website. Although delivered in the look and feel of the partner's Website, the service is actually delivered from FinPortfolio's Website, thereby relieving the partner of the costs associated with maintaining FinPortfolio's highly sophisticated underlying financial engines and databases. Importantly, syndication allows FinPortfolio to be seen as an extension of the partner's own service offering. (To see a sample of syndication, check out our syndication demo.)
  • License Partnerships: For larger financial institutions that prefer to operate all systems in-house, FinPortfolio licenses its back-end and front-end. FinPortfolio can customize any component to better meet an institution's specific needs.
  • Distribution Partnership: Enables the online financial media partner to "deliver" FinPortfolio's premium service to its customers, and potentially share in subscription revenues in exchange for promoting FinPortfolio with those customers. Also creates important branding opportunities for the partner.
  • Professional Affiliation Partnership: Enables financial service professional groups to offer FinPortfolio's professional service to members at a discounted rate, in exchange for promoting FinPortfolio with those members.

Educational Partnership Opportunities:

  • Business School Partnership: Provides Finance faculty with a highly interactive and dynamic tool for teaching Modern Portfolio Theory and related concepts. Through this partnership, Finance faculty and their students are able to access FinPortfolio's premium service free of charge for one semester.

FinPortfolio's comprehensive suite of analytical and decision-making tools for investment planning, analysis and management are designed to meet the needs of savvy and novice investors alike. While FinPortfolio's tools are sophisticated, the site's highly personalized and interactive nature makes them both easy to use and easy to understand, so FinPortfolio has something for virtually all investors, across the gamut of financial service institutions.

If you think partnering with FinPortfolio could help to further the goals or enhance the online offering of your institution, please click the e-mail link below to contact us at partners@FinPortfolio.com. 

For a sample list of our partners, click here.
 

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