Two easy to use applications powered by a sophisticated adaptive advice engine  

Our applications are designed to be used across the 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 application

​A flexible, goal based advice tool designed to help Advisers work more efficiently and increase client engagement. The application positions the Adviser at the centre of the advice process by providing a unified view on all of a client’s assets.

- Seamlessly guide clients through fact finding, risk profiling and asset allocation, and adjust variables in ‘real time’.
- Increase the transparency of advice using interactive charts and graphs including wealth projections, cash flow modelling, Stress and Back testing
- Compare a client’s existing assets against an optimised portfolio of assets
- Generate recommendations relevant to the prevailing market conditions
- Use with clients in face-to-face or remote meetings. 

Automated Advice application

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


Our clients 

Fincast's applications can be utilised by:

Wealth Management Groups

Financial Advisory Groups 

Financial
Instutitions 

Insurance
​Groups

Stockbroking
​Houses