FinDosh

FinDosh tracks all instruments and monitors overall performance in Family OmniFolios (FOFs) holding a variety of publicly traded and privately held financial assets

THE PROBLEM

You have many separate investment accounts and private holdings. Given the complexities of account statement reporting, your financial advisors are unable to generate a clear view of your consolidated OmniFolio.
Current individual portfolio reporting does a sub-optimal job of presenting consolidated information, such as true returns and free cash positions, and exposure to individual investments, specific asset classes and/or industry sectors and geographies.

OUR SOLUTION

Secure and flexible Client Portal for uploading your statements and consolidated OmniFolio review, with real-time pricing and API integration.
Customized templates that deliver consolidated reports and specific views for client action, focused on fortifying OmniFolio, improving returns and cash efficiency.

Whole-Folio Scan

Total Assets

$3,478,910

Free Cash

$256,789

YTD Expenses

$12,456

How We Do It

Capture all publicly traded and privately held assets to define OmniFolio

Determine TrueNorth allocations across all holdings

Regularly update Omnifolio with input from all brokerage accounts & investment vehicles

Run backtests and forward simulations to stress test & fortify the OmniFolio

Value Proposition

One-stop-shop reporting & analysis, for all your financial assets
Including offshore accounts, precious metals, cryptocurrencies, private REITs, VC/PE and other alternative assets
Annual subscription model
No recurring investment management fee
No soliciting for assets
Complete confidentiality, total privacy

Client Testimonials

I always had problems keeping track of what my investments were doing as a whole before. Now with FinDosh I know exactly where my financial position lies.

Robert Chang, New York City

FinDosh has been an amazing revelation. It is so convenient to use and as a working mother a real time saver.

Lisa McDermott, Boston

FinDosh is so easy to use. Just a few clicks and I have all my financial information in one place. Makes it so easy to make the best of my money.

Calvin Jordan, Dallas

Having a hectic medical career has always made me feel that I just don't have enough time to make the most of my investments. With FinDosh I finally have a solution that does so much of the heavy lifting for me.

Bipin Desai, Bangalore

Your Family’s OmniFolio

Keep track of your family’s financial assets