No paper. No keyboard. Just conversation.
A voice-first financial planning app for your Android phone or tablet. Test scenarios live with clients — on the device, or cast to any screen. Compliance documents write themselves.
The advice process hasn’t changed in 20 years
The client and paraplanner rarely meet. Goals are reduced to checkboxes. There’s no opportunity to explore “what if” — the client receives a static document and must accept or reject it.
FinChat replaces the entire process with a single conversation
Tap the mic, say the value, confirm. FinChat captures everything by voice — no typing, no forms, no friction. It’s an Android app, so it’s always in your pocket (there is also a version for Alexa devices).
Work on your phone or tablet, or cast to the client’s TV or a meeting-room screen. Run projections and scenarios wherever the meeting happens — no computer required.
Claude AI investigates and compares financial products in real time. Research that took hours now takes seconds — with your client watching.
Every meeting is recorded, transcribed, and automatically analysed into audit-ready compliance documentation. One tap generates the Statement of Advice and emails it to you.
From conversation to compliance in one session
Open FinChat on your phone or tablet — or cast it to the client’s TV or a meeting-room screen. Works in your office, at a home visit, or anywhere the meeting happens.
Retirement projections, super comparisons, insurance quotes, risk profiles, salary sacrifice — test strategies interactively while the client watches and asks questions.
Claude AI researches and compares financial products on the spot. Call up any product for explanation and recommendation — no need to leave the meeting.
One tap generates the Statement of Advice — including reasons for advice, scope, recommendations, and tasks — and emails it to you. The meeting recording and transcript are saved automatically.
90 seconds that change how you think about advice
The full planning platform — voice-first — running natively on Android.
What changes when you use FinChat
Your audit trail writes itself
Built on infrastructure you can trust
A native app on the phone you already carry — voice-first, no keyboard required.
Lambda, DynamoDB, S3, Transcribe, SES — serverless and secure.
Product research, meeting analysis, and document generation.
Use it on your Android phone or tablet, or cast to any TV or screen. There is also a version for Alexa devices.
Word documents produced from meeting transcripts automatically.
All client data stored and protected by Amazon’s infrastructure.
Put an AI-powered planning platform in your briefcase.
Try it free.