FinCalc wants to ensure that advisers are equipped with user friendly financial planning tools that will help them provide their clients with fully comprehensive advice and are committed to the continuous development of innovative solutions in accordance with the demands of our customers.
Features:
Back office 2-way integration with intelliflo Office, iress Xplan, CURO by time4advice and Plannr
All tools come with a client friendly report that can be branded to each company.
Jason Wykes - Chief Executive Officer
Have you ever tried to make a cake using AI? Iβm guessing not. I try to invite AI to the table wherever possible. This idea was reinforced for me by Ethan Mollickβs excellent CoIntelligence book. Take it from me, the throat scratcher that came out of the oven would not win me a handshake from Paul Hollywood on the Great British Bake-off.
FinCalc doesnβt figure on our adviser survey and so we donβt have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrates One Way
Integrates Both Ways
CURO (Time4Advice)
intelliflo office (intelliflo)
Plannr
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Client Portal
No other integrations available.
No integrations available for Platform
No integrations available for Research
No integrations available for Risk profiling and suitability
