The future of financial advice

Who we are

Our team of experienced, qualified specialists are committed to developing innovative tools that simplify the financial planning process making financial planning affordable and accessible.

I have over 30 years experience in financial services, much of it working on financial planning software. IT is a passion.

We also provide tools for advisers and self-managed financial planning for individuals.

Our mission

Our mission is to create tools that define the future of financial planning. We believe that with the right tools and knowledge, anyone can create a secure financial future for themselves and their loved ones.

What sets us apart

• Our financial planning chatbot is an industry first. Just “chat” to the chatbot to test scenarios and get answers.
• We have a financial planning chatbot dedicated to both financial advisers and individuals.
• We are currently developing an AI financial planning assistant.

The “Real” Future of Financial Advice

The future of financial advice will be shaped as much by regulation as it will by emerging technology.

API’s (Application Programming Interface) will access data previously “locked up” in legacy systems. 5G will allow the transfer of much larger amounts of data quicker. Blockchain and crypto currencies will introduce new assets and ways of doing business. The “internet of things” (IoT) will connect us and all our devices which will get steadily “smarter” as AI (Artificial Intelligence) improves. Virtual and augmented reality will give us new experiences and ways to conduct business.

The huge burden and cost of regulation on advisers will have to be mitigated by an efficiency only technology can deliver. 

Finchat makes financial planning affordable and accessible.