Financial planning AI for advisers
Turn meeting notes into a plan, see every shortfall at a glance, and answer "what if" while your client is still in the room.
Financial Planning
From meeting notes to a full plan
Start with whatever you have. Finjaro shapes it into a lifetime plan your clients can follow.
- Paste notes, a policy schedule or a spreadsheet, and Finjaro AI fills in the plan
- Lifetime cash flow, expenses, loans and assets, year by year
- Assumptions and missing details are flagged, never filled in quietly
coffee w Gary, IT, 6k/mth + abt 12k bonus, cash ~10k…
Shortfalls & Scenarios
Every shortfall, clearly. Every "what if", answered.
- Death, TPD, critical illness and early critical illness gaps in one view
- Ask in plain English and see the number straight away
- Every figure comes with an explanation your client can follow
What if Gary can't work after an accident next year?
Advice you can stand behind
Finjaro does the heavy lifting. The judgement, and the final word, stay with you.
Figures you can defend
Every number comes from the same projection engine, so the same inputs always give the same result.
You approve every change
Nothing reaches the plan until you've reviewed it.
Clear about its assumptions
Assumptions and gaps are always shown, never filled in quietly.
Client data stays in Singapore
Plans are hosted locally, and uploaded files aren't stored.
Finjaro Trust
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
See Finjaro for yourself
Let us show you how Finjaro creates strong client value and elevates your level of service and advisory.
Start free