FINCAST is transforming the wealth management industry.
FINCAST’s client facing applications gives relationship managers easy to use, real time portfolio management and goal based advisory tools, enabling them to deliver better advice to more clients.
FINCAST’s technology uses adaptive advice algorithms to ensure relationship managers are consistently providing tailored advice, based on the latest research and prevailing market conditions, increasing client engagement, enhancing efficiency and reducing compliance risks.
Our applications are created by highly experienced fund and relationship managers and are designed to be tailored and white labelled, to meet your specific needs. Our first hand industry experience means Fincast’s technology is practical and functional.