Made by financial advisers, for financial advisers
Bring your client service to the next level
Create clear, actionable financial plans that engage your clients. Transform complex financial data into clear insights clients can understand
● Define and track custom milestones that align with your clients' unique goals
● Visualize annual cash flows with intuitive, dynamic projections
● Drill down into expenses, loans, and asset values year by year
Transform abstract risks into clear, actionable plans. Our intuitive scenario planning tool helps you
● Demonstrate the real impact of life events on your clients' families
● Visualize protection gaps and retirement needs with dynamic projections
● Guide clients to better decisions with compelling, data-driven recommendations
Give your clients peace of mind while expanding your network
● Offer a secure digital vault for clients to store and share critical financial information
● Stay connected with your clients' trusted contacts and next of kin
● Create natural opportunities for essential conversations about legacy planning
Adding value to their advisory services
Trust Finjaro with next-of-kin management.
On average after using Finjaro for a month.
Let us show you how Finjaro creates strong client value and elevates your level of service and advisory.
