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