Engage with members. Reduce your servicing costs

Key Features

  • Financial planning research articles. All information reflects the fund’s rules, benefits and features.
  • Over 40 easy-to-use calculators. Members can investigate their own scenarios. Relieve pressure on intra-fund adviser.
  • Quick access to information with glossary, menus and tabs.
  • Health check. Members can examine their financial needs. Hosted by Finchat with your logo, look and feel or part of the fund’s online presence.
  • Health check submitted to the intra-fund adviser in CSV and PDF format. They include a needs analysis. Allows adviser to immediately start the conversation.

Watch a short video on Finchat for fund members