Which are the broker platforms currently live with Fintso?

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• Client's Equity Basket current value and Broker values don’t match, how is this possible?

  The difference in the method for calculating Average Buy Price (ABP): ·         On the broker platform, the ABP is calculated using FIFO (first in, first out) for tax liability ·         For Equity Basket, the simple average method is adopted for ...

• My client’s holdings show stocks that they don't hold any longer, what should I do?

  Client should not sell the stocks in Equity Baskets directly on the broker platform or any platform outside Fintso as: ·         Fintso platform doesn’t receive any transactions done outside Fintso platform ·         Holdings would continue to show ...

• What are Equity Baskets?

  Equity Baskets are modern investment products that help you build alow cost, long term and diversified portfolio for your clients. · Each Equity Basket is a professionally managed basket of stocks or ETFs that reflects a strategy, idea or theme · ...

• Why are some or all orders are unfilled?

  Here are some common scenarios where the order(s) end up being Unfilled/Partially Filled:   ·         Stocks Sold on Broker Platform – If client has sold the Equity Basket stocks directly on broker platform, this information is not updated in Fintso ...

• Can I create my own Equity Basket?

  No, only curated Equity Baskets managed by Registered Investment Advisors are available on Fintso.