We help you achieve your financial goals
Finletic analyzes your personal goals and creates a tailor-made investment plan to help you achieve them.
Low investment costs
Finletic's high business volume allows us to achieve and save you up to 93% in investment costs (compared with the average costs of investment funds marketed in Spain).
You can invest all the money you save in your own portfolio in order to obtain greater returns.
Annual Cost
Variable Income
Annual Cost
Fixed Income
Annual Cost
Money Market
Maximum security, minimum risks
Finletic is committed to the protection of your privacy and has adopted all the necessary technical and organizational requirements to protect our clients’ personal information. We comply with all the measures established in Spanish and European law (Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data (GDPR).
Furthermore, Finletic always takes into account your investor profile while designing your portfolio so that you won’t assume any more than you can assume, according to your risk profile.
Finletic is an investment management company (Sociedad Gestora de Instituciones de Inversión Colectiva - SGIIC) registered in the Spanish National Securities Market Commission (Comisión Nacional del Mercado de Valores - CNMV) on 28 July 2017 under number and adheres to the (Fondo General de Garantía de Inversiones - FOGAIN).
Banco Inversis, the custodian bank of your investments, is supervised by the Bank of Spain (Banco de España) and adheres to the Deposit (Fondo de Garantía de Depósitos de Entidades de Crédito - FGD). It is also part of Banca March Group, one of the most solvent European financial institutions.
In addition, for your peace of mind, you can track the progress of your investment portfolio online, with all the details of your investment. Finletic uses a Secure Sockets Layer encryption in order to shield the web from any external attack. Nobody will ever be able to decipher your data.
Transparency
Finletic is an independent company that only earns money directly from its clients, reducing to the minimum any potential conflict of interests. It has only one goal: make your money grow in a smart and efficient fashion.
Finletic's annual fee is reduced and clear: from 0.4% to 0.6% + VAT on the amount of money managed daily, applying accumulative stretches. In addition, you need to pay other investment costs that .
You will also receive a monthly report detailing the costs and charges regarding your investment.
Innovation
Finletic is a WealthTech company that works on its own technology platform in order to invest your money in financial products selected by its investment team and managed by international managers.
Finletic’s team of financial experts has over 30 years’ experience in investment and recognized wealth management methodologies. All this knowledge has been used to create investment portfolios adapted to the risk profile and goals of each client.
Your tailor-made portfolio is the result of Finletic’s investment team’s knowledge and technology platform, which is updated continuously.
Finletic monitors your investment 24 hours a day so you can relax and don’t have to worry about choosing financial products and placing orders.
Rigour
Finletic, as a regulated entity, is supervised by the Spanish National Securities Market Commission (Comisión Nacional del Mercado de Valores - CNMV) and the Bank of Spain.
In its role as an investment management company (Sociedad Gestora de Instituciones de Inversión Colectiva - SGIIC), Finletic complies with the maximum professional competency standards and strictly follows its regulatory obligations in respect of its clients.
All this guarantees that Finletic is working for you properly and rigorously.
Training
Finletic shares its knowledge with you all the time. The greater your knowledge, the better your decisions.
If you think about your future, you should know the nature of your investments, how the markets work and avoid irrational behavior that can lead to wrong decisions.
We want you to feel supported at all times so that you reach your goals easily and can clearly appreciate Finletic’s added value.
Finletic investors can contact us at any time with questions and receive financial training on specific needs.
