Company Performance Metrics
FinProxy develops a digital platform for managing property and financial power of attorney. The service enables users and their legally appointed attorneys to collect financial accounts and assets into a single online view. It uses open banking connections and artificial intelligence tools to consolidate account data, monitor activity, and support
fraud and scam detection. The platform allows flexible, tiered access so individuals can share selected financial information with family members, trusted contacts, or professional advisers. It is designed for people who hold or rely on power of attorney arrangements, including those with cognitive impairment or limited digital confidence. FinProxy focuses on simplifying administration, enabling secure collaboration, and maintaining user involvement in day-to-day financial decisions. The product is offered as a web-based tool accessible to both consumers and advisers.