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
Predictions are a tricky business. If you get it right, it seems obvious in hindsight. If you get it wrong, you’ll be reminded of your gaff. But the true value of predictions lies not in their accuracy but in sparking thought and driving meaningful discussions.
FinCalc doesn’t figure on our adviser survey and so we don’t 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
