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FTA Value

FinTech Automation is the foundation of our clients’ technology stack to truly compete in a financial market increasingly dominated by large financial institution.

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“When researching a new wealthtech platform for our team, the FamilyWealth Platform stood out with its ability to customize key components and aggregate all client data into an easy to use advisor interface.”
Jeremy Patton
CEO & Investment Advisor
“The Tactive Platform was specifically designed to support advisors through a comprehensive tech stack enabling them to scale their business, and by incorporating FinTech Automation’s Infrastructure-as-a-Service, we will continue to disrupt the current financial advisory space and lead in the new evolution in WealthTech.”
Joseph Gissy
Founder and CEO of Tactive
“The FamilyWealth platform has transformed my practice. By having one comprehensive wealthtech portal integrated with so many outside apps, I am able to spend more time with client facing activities instead of logging in to several systems to complete client service needs."
Lisa Martinez
Investment Advisor

Helping Banks & Fintechs Compete

By offering cloud native, API-driven banking, trust, and wealth management core, SMB financial institutions can compete and win against larger institutions – and do it without having to write a single line of code.


What makes FTA different?

FinTech Automation’s core solutions and applications automate administrative activities, integrate industry specific enabling technology, and provide unparalleled support with real-time data and dashboards.

Your Product
Launch multiple products and services with one core system that unifies all data.
Pre Integrated Partners
Use our middleware to connect to any third party application and data in real time.
Your Core Systems
Implement our UniFi core within a few months without the requirement of replacing your existing core.

Find New Opportunities

Banks and Fintechs utilize our infrastructure as the center of their technology ecosystem. FTA’s solutions helps our clients build and implement new business models.

Understanding the impact of social, mobile, analytics, and cloud infrastructure
Accelerating the evolution of a technology platform
Vetting emerging Fintech
Implementing scalable, elegant solutions
Creating APIs to integrate and leverage innovative functionality
Refining the technologies and business models of startups

Our Services

FTA helps Small and Medium Enterprise (SME) Firms utilize and integrate Fintech into their Ecosystem.

Artificial Intelligence

Maximum process automation efficiency is achieved by harnessing AI to predict patterns and consumer interactions with financial service companies.

Customer Relationship Management (CRM)

CRM helps to boost advisor capacity, sales, and service by offering a more streamlined access to client data, and powerful management tools.

Robotic Process Automation (RPA)

RPA handles the resource-intensive requirements of managing an infrastructure- freeing up time to focus on delivering lasting value to clients.

Work with Us
Begin Your Journey Today

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1601 Elm Street, Ste 4310 Dallas, TX 75201
(214) 624-1007
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