Finchat for advisers

Time is money for advisers, especially with their heavy compliance burden. Finchat can save advisers time by;

Quick research

  1. Financial planning articles are easily accessible via tabs or the glossary. No need to search for information especially if a client is on the phone.
  2. Calculators make it easy to play “what-ifs”, allowing the user to examine different scenarios to get a better perspective.
  3. Advisers can down load and email info-grams to their client enhancing their client service.
  4. The compliance section allows advisers to quickly refresh and confirm important compliance issues.

Financial health check

  1. The online financial health check allows clients to check whether they have adequate provision for estate planning, retirement, death, disability and income protection. It also examines items like budgeting and wealth accumulation.
  2. The user can choose to do any single aspect or all.
  3. After completing any item the user can click the “Submit” button and all details are sent to the designated email address as a CSV and PDF file. The CSV file can be imported into any financial planning program that accommodates this facility.
  4. The PDF file also contains an analysis of the data entered making it easy for an adviser to identify financial planning needs.
  5. The health check is hosted by Finchat who do all the updates and upgrades.
  6. Each adviser can have their own page with their profile and their dealership’s logo and “look/feel”.

Fact find, needs analysis and risk profiler

  1. The online fact find allows clients to complete all their details online and send them to you providing substantial cost/time savings.
  2. The fact find is sent as a CSV and PDF file. The CSV file can be imported into any financial planning program that accommodates this facility.
  3. The PDF file also contains an analysis of the data entered making it easy for an adviser to identify financial planning needs.
  4. The health check is hosted by Finchat who do all the updates and upgrades.
  5. Each adviser can have their own page with their profile and their dealership’s logo and “look/feel”.

View and download info-gram