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If it can be repeated, 

It can be automated.

Streamlining document and process management for finance and law professionals 

Explore Features
THE CHALLENGE

Making the Complex Simple

In today’s rapidly evolving financial and legal landscapes, professionals face an overwhelming tide of documentation and regulatory demands. Did you know that legal experts spend up to 60% of their time on routine document tasks? Or that a single error in a financial document can lead to millions in fines? The pressure to deliver faster, more accurate results while staying compliant is relentless.

ENTER FINASTREAM

An Alternative Path to Innovation and Growth

For the past 20 years, “disruption” has been a leading battle cry in business: Disrupt this. Disrupt that. Disrupt or die.

At FinaStream, we take a different approach. We’re an established team of finance, legal, and technology experts who understand your challenges first-hand.

Our vision? To streamline how you handle documents and data, compliance, and stakeholder interactions across the entire fund lifecycle.

gray speaker on table near brown wooden pto
ENTER FINASTREAM

An Alternative Path to Innovation and Growth

For the past 20 years, “disruption” has been a leading battle cry in business: Disrupt this. Disrupt that. Disrupt or die.

At FinaStream, we take a different approach. We’re an established team of finance, legal, and technology experts who understand your challenges firsthand.

Our vision? To streamline how you handle documents and data, compliance, and stakeholder interactions across the entire fund lifecycle.

person standing near the stairs

Document Automation


Our workflow-powered platform turns complex documents into simple, error-free processes.

Client Collaboration

Enhance relationships with secure, user-friendly portals.   

Intelligent Compliance 

Stay ahead of regulatory changes with real-time compliance monitoring.   

Data-Driven Insights

Transform raw data into actionable intelligence. 

WE DELIVER

Results That Matter

Our clients are seeing remarkable changes:

A leading asset management firm reduced fund setup time from weeks to days.

A global bank cut compliance-related costs by 40% in the first year.

A law firm reduced drafting time and increased billable hours by 25% by automating routine tasks.

Your Assets. Our Solutions.

At the heart of our offering is a powerful data extraction, management, and secure storage tool, complemented by our document and process automation platform. Our Core Management System integrates Portfolio Management (PMS) and Customer Relationship Management (CRM) with sophisticated coding tools for seamless customization.

Our Knowledge. Your Power.

We integrate legal, technology, and consulting expertise to create greater impact for our clients.

In today's world, resources are limited — whether it's time, personnel, or budget. For years, we've consistently sought the most effective, efficient, and intelligent solutions to address your challenges. We refer to this as ‘Law and Tech, Plus More.’ The ‘more’ encompasses:  

  • The right combination of people including expert lawyers and specialists, technology, and processes collaborating to achieve results.
  • We consult with you to ensure you have the right team, equipped with the necessary skills and tools, focused on the most important tasks.
  • All of which deliver more certainty, clarity, efficiency and impact.


Your Expectations. We Exceed.

We don't just meet expectations — we surpass them. Our unwavering commitment to excellence drives us to go above and beyond in everything we do.

We pride ourselves on never saying that something cannot be done — rather we focus on finding and implementing solutions. This problem-solving mindset is at the core of our business philosophy. When faced with challenges, our team doesn't see roadblocks; we see opportunities for innovation and growth.


Global Experience. Local Expertise.

With offices in Luxembourg, Switzerland, and expanding across Europe, we offer global capabilities with local understanding. Our platform supports multiple languages and jurisdictions, ensuring seamless operation wherever you do business.



OUR CAPABILITIES

The Right Modules to Transform Your Business 

Imagine reducing your document creation time by 60-75%.

Legal

Marketing

Risk and Compliance

Portfolio Management

Regulatory Reporting

Treasury Management

Legal

Marketing

Risk and Compliance

Portfolio Management

Regulatory Reporting

Treasury Management

Solutions

OUR JOURNEY TOGETHER

From Complex to Simple 


Imagine reducing your document creation time by 60-75%. Picture a world where investor onboarding is seamless, and compliance is a breeze. This is the transformation FinaStream offers. Here’s how we make it happen: 

1. Document Automation: Our workflow-powered platform turns complex documents into simple, error-free processes. 

2. Intelligent Compliance: Stay ahead of regulatory changes with real-time compliance monitoring. 

3. Client Collaboration: Enhance relationships with secure, user-friendly portals. 

4. Data-Driven Insights: Transform raw data into actionable intelligence. 


EMBRACE

The Idea That Changed the World

The convergence of LegalTech, RegTech, and FinTech isn’t just inevitable — it’s essential. FinaStream is at the forefront of this revolution, offering innovative solutions grounded in real-world applicability. Join us in shaping the future of document management in finance and law. With FinaStream, you’re not just keeping up with change — you’re leading it.


You’re busy. We’re ready

Book a demo today and experience the FinaStream difference.


Book a Demo

SAVE THE DATE

FinaStream Launch Party

Be part of the revolution. Join us for our Launch Event. We’ll showcase our latest features and software achievements, and introduce our dedicated team. Experience first-hand what FinaStream can achieve for your company.

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