Phù hợp choAdvisors, wealth teams, fintech operators
https://demo-finpilot.toankhontech.com

A trust-first finance demo for portfolios, planning, onboarding, and reports.

FinPilot shows advisory workflows with simulated balances, risk profiles, and proposal packets only.

Plan draftTran HouseholdAdvisor Mai · Thu
AUM demo$42.8m+6%
Risk reviews37due
Plans drafted92quarter
Client NPS68+11

Dịch vụ nổi bật

Luồng thao tác chính