Investing your treasury well with FINTIS
Designed for treasurers
Fintis, a structure based on a solid financial strategy, works with you to define your needs in order to offer you the most suitable solution.
Steps in Asset Management
Operational excellence at the service of your assets
We orchestrate every step of your financial transactions.
Our objective: to secure, streamline and enhance the management of your assets.
1. Analysis & proposal
Each project starts with a precise analysis phase: nature of the funds, investment horizon, liquidity constraints, return objectives, etc. This step allows you to set a clear framework, consistent with your operational and strategic challenges.
2. Selection & Validation
We take care of the entire regulatory aspect: KYC, compliance, etc. At the same time, we select the partner bank that best suits your criteria and objectives.
3. Execution of the transaction
We ensure coordination between your company and the partner bank: administrative mediation, transmission of instructions, management of contractual documents, etc. Our role is to simplify this step while ensuring compliance and transparency.
4. Follow-up & Support
Each solution is rigorously monitored through periodic reports that incorporate both algorithmic analysis and human expertise. This dual approach ensures that you are constantly updated, structured and ready to guide your financial decisions.
Saving time and resources
Through a single point of contact, we give you access to a multitude of leading French and international banks and innovative asset management companies.
Continuous monitoring of your investments
For all our solutions, we offer regular analysis reports in which we update the risks and information related to your investments in order to give you a clear view of the situation of your investments.
A European and international network
We are in constant contact with international partner players specializing in cash management and asset management. This allows us to offer you unique access to the investment solutions favored by corporate and institutional investors in the euro zone.
Short-term investment solutions
More than 300 companies trust us, why not you?
With Fintis, turn your treasury into a performance lever. Enjoy easy access to the best banking and financial expertise
