SAAS Tools for Investor Empowerment, Listed Asset Search, Portfolio Construction & Review
SAAS Tools for Investor Empowerment, Listed Asset Search, Portfolio Construction & Review
At FinSightIA, we provide innovative software solutions that empower investors and portfolio managers to search, build, and monitor their investment portfolios with ease. Our state-of-the-art SAAS tools are designed to streamline asset discovery and portfolio optimization, ensuring smarter investment decisions and better portfolio performance.
The founder (Dean Beeton), a fully qualified Chartered Accountant (CA) and CFA charterholder with deep expertise in quantitative analytics across top-tier financial institutions (including Macquarie Group) has developed a cutting-edge platform designed to empower individual investors, SMSFs, and financial advisers.
Take the guesswork out of investing. Gain clarity, control, and confidence.
Ready to elevate your portfolio strategy?
With a Chartered Accountant (CA) designation and CFA charter, I’ve spent 25+ years at the forefront of financial analytics, including at Macquarie Group. My mission is to democratize access to high-quality portfolio tools—bringing institutional-grade insights to every investor and adviser.
Our platform offers comprehensive tools to help you search for listed assets across various global markets. Discover new investment opportunities with ease using customizable filters and detailed data insights.
Create and optimize your investment portfolios with our powerful portfolio construction tools. Utilize advanced analytics to balance risk and return according to your investment strategy.
Keep track of your portfolio’s performance with real-time updates, detailed reports, and alerts. Make adjustments as needed to stay on target with your investment goals.
Leverage our advanced analytics engine to get deep insights into asset performance, risk factors, and investment trends. Stay ahead of the market with actionable data.
A powerful, easy-to-use investment intelligence platform that helps you:
Whether you're managing your own wealth or guiding clients through complex investment decisions, this system brings institutional-grade insights and tools to your fingertips—without the jargon or complexity.
Access detailed data on a wide range of assets, including listed stocks, bonds, ETFs, and more. Our global database ensures you have the information you need to make informed decisions.
Data is retained by the user and not stored in the cloud ensuring that data remain private and secure.
Integrate our tools with your existing financial systems and platforms for a seamless user experience. Our platform supports simple and secure data import/export options. We have an efficient integration platform that allows us to efficiently develop custom user interfaces.
Have questions? Want to learn more about our products and services? Reach out to us today!
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