Check your financial well-being with simple voice commands

We have a digital assistant to help you monitor your financial well-being.

About the digital assistant for individuals

It’s not easy to find affordable easy-to-use financial information. The Finchat Financial Planning Digital Assistant allows you to review your financial well-being from the convenience of your home, even couch. You can use your mobile phone and voice only. An Alexa device gives you voice, touch and images. If you are in the UK you can use our UK version.

Our digital assistant for advisers is undergoing certification and has the potential to reduce adviser time/costs by 70%.

Key Features

  • Keep track of your retirement, risk, wealth, budget, education and succession well-being.
  • Values are remembered and available with each new session.
  • Explore tips to improve your financial well-being with your own values.
  • Transparency with calculations and assumptions explained.
  • Convenient to use, simply be in hearing range to use skill.
  • Easily contact a participating qualified financial planner to confirm or validate an area of concern.

Watch the digital assistant for individuals