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.
