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Client Facing Technology for Financial Advisers

We believe that the future of financial advice is bionic, a hybrid model combining the expertise and human touch of a Financial Adviser with technology, which is why we offer Fincast to our clients. 

As a Quilla client, you can utilise this real time, goal based advisory application, designed to increase client engagement and help Advisers more easily create and deliver goal based advice. The application is powered by adaptive advice algorithms which means the recommendation generated is based on the latest research and prevailing market conditions. 

The application can be branded with your logo and corporate colours. 

For more information Contact Us or visit fincast.com.au 
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DISCLAIMER
Quilla Consulting Pty Ltd, AFSL 511401. This site provides general advice only and not personal financial advice. It does not take into account your objectives, financial situation or needs. Before acting or making any investment decision, you should consider your personal financial situation or needs, consult a professional adviser, and consider any applicable disclosure documents.

Information on this site is based on sources believed to be reliable, but Quilla does not guarantee its accuracy. All opinions expressed are honestly held as at the applicable date. Neither the information, nor any opinion expressed, constitutes an offer, or invitation, to buy or sell any financial products.
Quilla does not accept any liability to any person or institution who relies on this site and the information it contains and shall not be liable for any loss or damage caused to any person in respect of this site and the information it contains. You must not copy, modify, sell, distribute, adapt, publish, frame, reproduce or otherwise use any of the information in this document without the prior written consent of Quilla. 
  • Quilla
  • About
    • Our philosophy
    • Team
  • Services
    • FAQ
  • Portfolios
  • Quarterly Market & Portfolio Updates
  • Technology
  • Contact
    • Careers
  • Client Portal