Fincast
HQ Address
Level 3, 100 Harris St, Pyrmont, NSW, 2009, Australia
Website Address
Business introduction
We empower financial advisers, wealth management groups and fund managers with portfolio construction and advice applications
Fincast is an Australian owned financial services technology company that specialises in creating innovative portfolio and wealth management applications for financial advisers and institutional investors, capability previously only available to professional fund managers.
Our framework is designed to enhance your portfolio management capability, and our open architecture allows you to include as much or as little of your own ideas on investment research. We’ve utilised the latest technology to allow seamless integration with existing administration, reporting and CRM platforms - ensuring greater efficiency and reduced duplication across many platforms.
Unlike most applications, our technology has been designed and tested by professional fund managers. Our models provide robust forecasts of market outcomes by utilising a broad range of institutional grade research and fund management expertise, including forward looking stress testing and back-testing. It’s easy to use and can be utilised as an engagement tool with more sophisticated clients.
Fincast’s integrated wealth management applications are designed to put the adviser at the centre of the financial advice process. We have a number of applications created to suit the requirements of advisers and their clients, these include a Model Portfolio Management module, our Adviser module, for use in face-to-face or remote client discussions, or our Automated Advice module which helps advisers expand their client base by servicing a younger or lower balance demographic.
Fincast Solutions
Automated Advice Application
Your client answers simple questions on their objectives and risk profile that enable our algorithms to guide them to an appropriate strategy, delivering valuable advice at a lower cost. They can then implement the strategy and receive ongoing guidance from you on managing their assets....
business needs
view solutionFinancial Adviser Application
Our application helps you guide clients through the fact finding, risk profiling, asset allocation and portfolio tailoring process. It seamlessly integrates with the Model Portfolio Management application, to ensure investors can view the latest analysis. It also positions you at the centre of the advice process by providing a unified......
business needs
view solutionModel Portfolio Management Application
Using this application, you can easily design, build and manage your own tailored portfolios, utilising institutional grade forecasts and optimisation algorithms that adapt based on market conditions. Let our analytics work for you, make more informed decisions and gain deeper and broader insights into your portfolios. Show your more sophisticated clients......
