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

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.

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.

Watch the digital assistant in action