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.
Their framework is designed to enhance your portfolio management capability, and their open architecture allows you to include as much or as little of your own ideas on investment research. They’ve also 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, their technology has been designed and tested by professional fund managers. Their 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 easily 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. Fincast have a number of applications created to suit the requirements of advisers and their clients, these include a Model Portfolio Management module, their Adviser module for use in face-to-face or remote client discussions or their Automated Advice module which helps advisers expand their client base by servicing a younger or lower balance demographic.