Beautiful Financial Advice Software
Your reputation is your greatest asset. Maintaining the confidence and trust of your clients is critical.
FinPRO™ is a complete, modular, web based tool that supports the delivery of ironclad advice for your client.
KiwiSaver & Retirement
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- Model KiwiSaver & Retirement Scenarios
- Dynamically Change Outcomes
- Apply Different Risk Profiles
- Print Summary Reports
Investments
- Coming Soon
- Create a New Portfolio
- Evaluate an Existing Portfolio
- Recommend Changes
- Investment Data Direct from the Web
Insurance
- Coming Soon
- List & Evaluate Existing Life Cover Needs
- List & Evaluate Existing Disability Cover Needs
- List & Evaluate Existing Health Insurance Needs
- Make Recommendations
Financial Management
- Coming Soon
- Financial Management
- Budgeting & Debt
- Education Funding
- Estate and Tax Planning Advice
FinPRO™ caters directly to the the specific compliance requirements of the financial advice industry, founded on nearly 20 years of development and refinement by an industry leader who directly understands the challenges and changing demands of the profession.
The core intelligence of FinPRO™ has now been coupled with the latest user-friendly, fully integrated, web technology. The result is a tool that is simple to use and something you cannot afford to be without.
Tightening regulations, market pressure, and constant media scrutiny leave no room for error. FinPRO™ can help you meet and surpass these strict requirements by creating sound, compliant and high quality advice, every time.
WHAT WILL FinPRO™ DO FOR YOU?
FinPRO™ will help you do a better job by dramatically streamlining your processes, whilst delivering a thoroughly superior result for your clients.
Using pre-tested built-in algorithms and calculations which are then customised to your client’s circumstances, FinPRO™ will help you create detailed plans up to 75% FASTER than using traditional and less reliable documentation input methods.
Time saved by using FinPRO™ will leave you free to:
- Expand your client base.
- Build existing client relationships.
- Undertake deeper research and analysis in your field.
Protect yourself and reward your client with superior, more detailed, and more consistent advice.
FinPRO™ FEATURES
- Cloud based, separate but integrated modules which build up to a full suite of comprehensive financial advice tools to enable you to create professional advice documents quickly and easily. (Kiwisaver, retirement, investment, insurance, financial management including budgeting, mortgages, estate and tax planning, etc)
- Using pre-tested built-in algorithms and calculations which are then customised to your client’s circumstances, FinPRO™ will help you create detailed plans up to 75% FASTER than using traditional and less reliable documentation input methods.
- Buy only the modules you plan to use.
- Seamlessly integrated (each module 'talks with' any others you are using)
- Jargon free, truly user-friendly interface.
- Provides a one stop single data entry, (rather than switching between multiple caculators, spreadsheets, or applications.)
- Equally suitable for providing ongoing reviews as well as initial advice.
- Branding is adjusted to reflect your business and integrates with other complementary software.
- Delivers a consistent and repeatable user experience.
- Offers full transparency when using with clients who can see immediately how changes in inputs result in changes to long term outcomes.
- Prompts/reminders that will help ensure your advice is fully compliant: provide peace of mind.
- Data collected either via customised data collection booklets (that prompt you to collect only the information you’ll need for the advice you plan to provide), or via a link you can email to a prospect or client (like FinaMetrica)