Finchat for members offers easy access to tools that help you increase and protect wealth. You can do your own financial health check and have any written advice reviewed from a compliance point of view.
Finchat for advisers offers quick access to tools and articles reducing your research time. The online fact find helps onboarding clients and analyzing their needs. Clients can do an online health check.
Signing up comes with an automatic seven day free trial, after which you are billed. If you would like a different trial period contact us at firstname.lastname@example.org