Fincast’s applications are utilised by financial advisers, financial institutions, including major banks such as OCBC Bank in Singapore, and wealth management groups. Applications are designed to help advisers more easily construct goal based financial advice solutions and increase client engagement. They also address compliance issues and help advisers work more efficiently. They are always refining and evolving our technology, based on client and market feedback to ensure it is practical and useful.

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End User Consumers and Advisers
Advice Process Steps Scope
Benefits Model portfolio tools, fact finders, risk profiling and asset allocation tools and an automated advice application
Cost per user per annum POA
Time saving per client More than 3 hours per client
Cost saving per client Assessed at $500-$1000
Integration Is possible due to an open API structure
Website embedding Yes
White labelled Yes
System prerequisite Internet
Single sign on No
Data storage Client data is stored in the application which is Cloud Based on AWS. Each client has their own secure version of the system and cannot access other’s data.
Privacy standards Australian privacy legislation
Limits on use No
Disaster recovery and business continuity plans Yes
AFSL approval Yes