Two easy to use applications powered by a sophisticated adaptive advice engine
Our applications are designed to be used across the financial advice process. They transform the way you work with clients and their experience, making it more engaging and efficient.
Our technology has been designed and validated by financial advisers, fund managers and other industry experts who have worked across the full life cycle of the wealth management process, making it functional and easy to use.
All applications be tailored and branded with your logo and corporate colours.
Adviser applicationA flexible, goal based advice tool designed to help financial advisers work more efficiently and increase client engagement. The application positions the financial adviser at the centre of the advice process by providing a unified view on all of a client’s assets.
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Automated Advice applicationExpand your client base with your own customised Automated Advice module, delivering robust advice at a lower cost.
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Our clients
Fincast's applications can be utilised by:
Wealth Management Groups |
Financial Advisory Groups |
Financial
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Insurance
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Stockbroking
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