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The right knowledge
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Home / About FINNO / OPTAS strategy
About FINNO
OPTAS strategy
The group’s five-year strategy to broaden its investor base nationwide, grow into a multi-asset investment platform and make Finnomena the No.1 WealthTech that investors choose, with TrueMatch Advisory at its heart.
01 · GROWTH ENGINE
The growth engine: turning followers into investors
02 · MOBILE JOURNEY
One app for every step of investing
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Discover
Opportunity HubStart with investment ideas hand-picked every day by advisors and our strategy team.
Plan
Wealth PlanChoose an investment plan that fits your goals and the amount you want to invest.
Check
Wealth Health CheckSee your portfolio, market data and fund performance in one place.
Invest
PortfolioResearch a fund, then buy it in just a few steps.
Manage
Automatic AllocationLet the system adjust your portfolio allocation automatically, or confirm every change yourself.
Chat
Advisor & CharlieAsk a real advisor, or Charlie, the AI assistant, anytime in the app.
03 · OPTAS · 5-year strategy
OPTAS five-year strategy: five pillars driving growth
OPTAS is the group’s five-year plan to broaden its investor base nationwide, grow into a multi-asset platform and make Finnomena the No.1 WealthTech that investors choose, with TrueMatch Advisory at its heart.
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The right assets
Platform for the FutureFinnomena Funds expands into multiple asset classes, so clients can diversify without leaving the platform.
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TrueMatch Advisory
The heart of OPTASMatches each investor with the right advisor by investing style, goals and behaviour.
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The right advisor
Alpha AdvisorsAI tools, a smart CRM and online courses, working toward 6,000 advisors within five years.
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The right strategy
Strategies ChampionOur analyst team, working with global partners such as Franklin Templeton.