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.

“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.

30+

FINTECH PARTNERS

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

Trusted

Launch multiple products and services with one core system that unifies all data.

Pre Integrated Partners

Scalable

Use our middleware to connect to any third party application and data in real time.

Your Core Systems

Simple

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.