FINJARO
Made by financial advisers, for financial advisers
Bring your client service to the next level
Financial Planning Platform
Build Compelling Financial Roadmaps
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
Expenses
Eating out:$9,600 per year
Holidays:$12,000 per year
Utility Bills:$2,400 per year
Insurance Recommendations
Whole Life - GE
Integrated Shield Plan
Income
Salary :$64,000 per year
Rental :$27,600 per year
Scenario Planning
Strengthen Your Insurance & Retirement Conversations
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
Death at 36$696,874
TPD at 36$976,713
Critical Illness at 36$462,308
Early Critical Illness at 36$230,324
Family Connect
Build Client Relationships Across Generations
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
100+
Advisers
Adding value to their advisory services
200+
Clients
Trust Finjaro with next-of-kin management.
2+
Referrals
On average after using Finjaro for a month.
See Finjaro for yourself
Let us show you how Finjaro creates strong client value and elevates your level of service and advisory.
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