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Finaplex (R) Incorporated, founded in 2000 and based in New York and San Francisco, provides financial services organizations with wealth management applications. The firm is known for its modular Finaplex Wealth (R) platform, which includes a database and several processing applications. The system, available in local server and hosted editions, captures and consolidates enterprise and third-party data, centralizing access to client profile information. The platform's Boundary Interface component captures and normalizes third-party account information. Finaplex Wealth includes proposal generation, client acquisition, portfolio analysis, performance reporting, tax planning, and application programming interface (API) components. The Finaplex Wealth Performance Measurement component can calculate portfolio performance for 1 million accounts. It can process over 1 million transactions nightly. The company's software supports retail and institutional services. The technology allows wealth management organizations to improve customer service, develop new revenue streams, and improve productivity. Finaplex Wealth is built on a Java 2 Enterprise Edition (J2EE) framework. Finaplex also offers clients analysis, integration, system customization, training, and other technical support services.
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