Enhance your client experience and future proof your business by utilising Fincast
Fincast is an interactive, client facing investment tool kit, powered by a sophisticated adaptive advice engine, that enables
advisers to deliver market relevant financial advice to more clients.
Our framework is flexible and easy to use.
Train our adaptive advice engine’s algorithms to provide investment solutions tailored to your requirements, including:
- Market and risk limits (country, asset allocation and sector)
- Product/investment preferences
- The option to include your own capital market assumptions.
Our engaging, client facing interface can be customised, including your own branding and corporate colours.
We've utilised the latest technology to allow seamless integration with existing administration, reporting and CRM platforms, ensuring greater efficiency and reduced duplication across many platforms.
Why we are different
Our technology is designed and validated by financial advisers, fund managers and other experts with first hand industry experience. The platform utilises adaptive technology that learns from thousands of regular inputs to tailor recommendations to the prevailing market conditions. We've also included useful analytics such as forward looking stress testing and back-testing, delivered in an easy to use and engaging client facing interface.
Applications to suit your requirements
Fincast’s applications are designed to address the differing needs of various segments of your client base. Our Automated Advice module is created for use by Self Directed clients and is less sophisticated than our Adviser application. The client facing Adviser application is designed to put the Adviser at the centre of the financial advice process, enhancing the client experience and making the process more efficient.
Our flexible framework has been created to be customised to meet your needs. Utilising our framework and adaptive advice engine, clients can 'build their own' solutions that mirror their processes and preferences. We can create your own customised application, including your own branding, in as little as two weeks.