Fincast have created three applications for use by financial advisers, wealth management groups and fund managers

Our applications can be used individually or collectively across the advice process. They support and enhance how you work both behind the scenes as well as in front of your clients. Our technology has been designed and rigorously tested by financial advisers and fund managers who understand and have worked across the full life cycle of the wealth management process. All applications can carry your brand and be tailored.

Model Portfolio
Management application

​Using this application, you can easily design, build and manage your own tailored portfolios, utilising institutional grade forecasts and optimisation algorithms that adapt based on market conditions.
 
Let our analytics work for you, make more informed decisions and gain deeper and broader insights into your portfolios. Show your more sophisticated clients how you manage portfolios to help them truly appreciate the benefits of your advice.

Financial Adviser application

​We transform the way you work with your clients. 
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Our application helps you guide clients through the fact finding, risk profiling, asset allocation and portfolio tailoring process. It seamlessly integrates with the Model Portfolio Management application, to ensure investors can view the latest analysis. It also positions you at the centre of the advice process by providing a unified view on all your client’s assets – regardless of whether advice is provided on all the assets.
 
You have the option of using our streamlined client ‘on-boarding’ system that includes auto SOAs/ROAs, digital sign-off, KYC, authentication and account opening (on desired platform), reducing time spent on back office tasks and administration.

Automated Advice application

​Expand your client base with your own customised Automated Advice module.
 
Your client answers simple questions on their objectives and risk profile that enable our algorithms to guide them to an appropriate strategy, delivering valuable advice at a lower cost. They can then implement the strategy and receive ongoing guidance from you on managing their assets