Fincast
HQ Address
Level 11, Challis House, 4 to 10 Martin Place, Sydney, NSW, 2000, Australia
Website Address
Business introduction
Enhance your client experience and future proof your business by utilising Fincast
Fincast is a financial services technology company specialising in creating innovative portfolio and wealth management applications
Our tools enable financial advisers to more easily create and deliver goal based advice to more clients.
Fincast uses adaptive advice algorithms which means the recommendation generated is based on the latest research and prevailing market conditions.
Our flexible framework helps you work smarter, not harder. It increases client engagement, enhances efficiency and reduces compliance risk.
Our team comprise highly experienced industry professionals across financial advice, funds management, technology development and support. Utilising this experience, we are constantly refining and enhancing our technology to make it practical, easy to use and effective.
Fincast was Co-Founded by Andrew Connors and Chelsea Dunne who lead our team.
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......
