Service and engage your clients at a lower time/cost

Key Features

  • Financial planning research articles. Ideal for remote advice
  • Over 40 easy-to-use calculators. Give clients a quick estimate.
  • Quick access to information with glossary, menus and tabs.
  • Send easy-to-understand info-grams to your client. Displays your look/feel. Ideal for marketing.
  • Your own health check. Hosted by Finchat with your logo, look and feel.
  • Your own online fact find. Hosted by Finchat with your logo, look and feel
  • All forms submitted to the adviser in CSV and PDF format. Returned forms include a needs analysis. Allows adviser to immediately start the conversation.

Watch a short video on Finchat for advisers