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finnerve · company deck · 2026

We don't just recommend the stack.
We operate it.

The only firm in the region that advises, builds and operates the same stack.

Consultants who deploy. Engineers who reconcile. Operators who file.

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— 00 / Contents

Five chapters.
Twenty minutes.

  1. 01

    finnerve at a glance

    Who we are and the numbers we defend.

  2. 02

    Solutions

    The stack by layers, and the seven products inside it.

  3. 03

    Services

    Advise, build, integrate, manage, operate.

  4. 04

    Value chain

    From onboarding to the client's dashboard.

  5. 05

    Cases and coverage

    Who runs on this, and where.

— 01 / finnerve at a glance

Numbers we would defend
in front of your CFO.

10,000+
Portfolios operated
$30B
AUM on platform
7
Markets in production
80+
Feeds connected
30+
Institutions connected
99.9%
Reconciliation under SLA

At group level, the platform behind the PMS — operated globally by BRITech — runs 550+ institutional portfolios, including UBS, HSBC and Itaú.

— 02 / The problem

The stack is not the bottleneck.
The operation is.

An asset manager in this region runs three custodians, two spreadsheets and one person who knows how it all fits together. Vendors sell the platform and leave. The work stays inside.

  • Fragmented data.Custodians, brokers and funds each in their own format. Consolidation is manual and monthly.
  • Reconciliation as heroism.The close depends on one person and a spreadsheet nobody else can read.
  • Filing under pressure.The regulatory report gets assembled the week it is due, from data nobody validated.
— 03 / Who we serve

Five kinds of institution.
The same operating layer.

What changes is which part they switch on first — not the platform underneath.

Fund administrators

Daily NAV, investor registry and regulatory filing in volume.

PMS · Fund management · Regulatory reporting

Wealth managers

Multi-custodian books, proposals every week, client reporting.

Data aggregation · PMS · Client portal

Family offices

Complex estates, multi-currency, permissions per family.

Data aggregation · PMS · Investor app

Brokers

Order lifecycle, pre-trade limits, trade capture and reconciliation.

OMS · Compliance · Data aggregation

Independent advisors

One person or a small office, no back-office of their own.

CRM · Proposals · Backbone
— 04 / Solutions

Four layers.
One data model underneath.

Front office & sales enablement
Digital onboardingCRMProposal engineBanker app
Core investment management
Data aggregationPMSOMSFund managementAlternatives lifecycle
Risk & compliance
AML / KYCSuitabilityRisk engineRegulatory reporting
Investor experience
Investor appClient portal
Data & analytics layer

Transversal to all four — client analytics, portfolio analytics, compliance analytics and investor dashboarding.

In colour, the seven products. The rest are modules inside them. Seven products — one operating layer.
— 05 / Value chain

From the first form
to the client's dashboard.

One continuous chain. Every handoff that disappears is an error that never happens.

  1. 01

    Onboarding

    • Digital self-service flow
    • KYC and suitability profile
    • Digital signature and automatic account opening
  2. 02

    AML / KYC

    • Risk matrix and client risk profiles
    • List screening
    • Transaction monitoring
    • Unusual-activity follow-up
  3. 03

    OMS & compliance

    • Order lifecycle
    • Investment limits
    • Model portfolios
    • Bulk ordering
    • Pre-trade compliance
    • Trade capture
  4. 04

    Data aggregation

    • Positions, transactions and prices
    • Market data feeds
    • Reconciliation against the custodian
  5. 05

    Portfolio management

    • Daily NAV, P&L and return
    • Multi-currency
    • Risk metrics
    • Fee calculation
  6. 06

    Analytics & reporting

    • Pre-built reports
    • Analytics module
    • Regulatory reporting
  7. 07

    Client dashboarding

    • Client portal and mobile app
    • Branded statements
    • Document repository
— 06 / How the data arrives

Custodians speak
seven different languages.

Positions, transactions and prices arrive from every counterparty in its own format. Before anything can be valued, it has to be made comparable — and that is a daily job, not a project.

  1. 01

    Capture

    Trades, transactions, positions and prices from each custodian and each market data feed.

  2. 02

    Homogenise

    One schema. Instruments, currencies and asset metadata mapped to the same model.

  3. 03

    Reconcile

    Line by line against the custodian. Breaks are flagged, not averaged out.

  4. 04

    Quality assurance

    Our team resolves the breaks with the custodian before you see the book.

  5. 05

    One book

    Valuation, consolidation, statements and the client portal, all off the same data.

Adding a new custodian is a two-week automation, and it is part of the service.

— 07 / The difference

It is not a SaaS.
It is a service.

Backbone is the part nobody else wants to sell: we take the operation itself, not the reporting of it.

  • We operate the back office — we do not just report on it.
  • We find the errors before you do.
  • We talk to the custodians and resolve them.
  • Clean data, on time, under institutional SLAs.
99.94%
PMS uptime, 12 months
99.9%
Reconciliation under SLA
80%
Manual work removed in year one

You are not buying a system to administer. You are buying the work already done.

— 08 / Services

Five services.
One team behind all five.

The same people who write the recommendation are the ones who ship it and then run it. Nothing is handed to a delivery partner.

  1. StrategyOne high-consequence decision, answered in a memo.
  2. AI AgentsAgents in production. Fastest 9 days, median 12 weeks.
  3. System IntegrationCustodians, brokers and core banking wired to your stack.
  4. Application ManagementYour existing applications, run by us.
  5. Backbone (BPO)Managed back-office — NAV, reconciliation, regulatory reporting.
— 09 / Cases

Not references.
Operations we run.

Institutions that run part of their operation on our platforms or with our team.

  • Wealth Solutions
  • AM Advisors
  • Vinci Compass
  • Blum
  • Andean Crown
  • Frontal Trust
  • Vitalis
  • Bankinter
  • Neovision WM
  • Pago Al Toque
  • Ameris
Named case

Ameris migrated its portfolio management to our PMS. The write-up is in Insights, with the sequence and what almost broke.

Read the Ameris migration
— 10 / Coverage

7 markets. 4 hubs.
One consolidated book.

Markets in production
  • Chile
  • Peru
  • Colombia
  • Mexico
  • Uruguay
  • Panama
  • Spain
Hubs
London
HQ
Lima
Operations
Santiago
Operations
Madrid
Europe hub

UK holding — Finnerve Ltd, CRN 17200557, registered in England & Wales. Local entities in Peru and Chile.

— 11 / Who runs it

Run by operators,
not by managers.

Five directors lead the firm. Every one of them has run an operation before running a team.

40+
Collaborators
5
Directors
12y
Average tenure
Meet the team
— 12 / Start here

Tell us what you're —
actually trying to do.

No pitch on the first call. Thirty minutes to understand which operational decisions are eating the most capacity, and whether we are the right people for them.

  1. 01Thirty minutes with whoever owns the operation.
  2. 02A technical diagnostic, on site, if it is worth it.
  3. 03A memo with the three to four decisions that matter.
Talk to us finnerve.com

We operate what we recommend.

PDF · Letter · 9 pages

The deck, as a PDF

A 9-page brochure with everything in this presentation. Tell us who you are and it downloads right away.

We write to you about this, and nothing else. We never sell or share contacts.