Discover seamless fact-finding and creation of supporting documents.
Designed by advisers, for advisers.
Explore the key features that give Finstream its edge.
Simultaneous adviser-client form entry for instant guidance in real time.
Integrated SMS & Email notifications for instant updates on client activity.
Clients can request real-time assistance.
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You have never seen a fact-find process like this before. It's fast, easy and efficient.
Start using FinStreamYour client can fill out the fact-find at the same time as you, allowing you to guide them through the process in real time.
From starting the fact find, to reminding your clients to complete it, we have you covered.
Advisers, paraplanners and third party users are also kept in the loop.
If you client is stuck on a question, they can request your assistance in real time, or they can set up a calendly meeting! You can turn this feature on or off.
Dont need to ask about assets? Turn them off. Need to ask about insurance only? Easy.
Every step of the fact-find journey has been meticulously designed to be simple, intuitive and efficient.
Start using FinStreamThere are many variations of passages of Lorem Ipsum available but the majority have suffered alteration in some form.
Finstream is a comprehensive financial planning software designed to streamline and automate key processes for advisers and their clients. It offers features like automated document generation, real-time collaboration, intuitive fact finding, risk profiling, customisable notifications, and secure client data management. Finstream is built to adapt to the unique needs of your business, enhancing efficiency and ensuring compliance with industry standards.
Onboarding with Finstream involves customising the platform to align with your business's specific needs, ensuring a tailored fit rather than a generic, one-size-fits-all solution. We work closely with you to configure features like document automation, fact-finding, risk profiling, and notifications, making sure Finstream seamlessly integrates into your existing processes.
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