01
Engage earlier
Give people a low-friction way to begin exploring financial planning before they are ready for a full adviser meeting.
Built for financial advice firms
Start the financial planning conversation earlier.
FinPlanr gives advice firms a client-facing AI financial planner that can be fully branded as their own - helping prospects explore their goals, understand their position and take the first step towards advice.
White-label by design. Your brand, your tone, your client experience.
Move AI from the back office to the client experience.
Many firms already use AI internally. FinPlanr brings it to the front of the journey - where it can help prospective clients start thinking, talking and acting on their finances.
02
Understand more
Use structured conversation and a Financial Snapshot to capture context around goals, circumstances and likely advice needs.
03
Convert better
Help firms turn early engagement into better-informed, higher-quality opportunities for regulated financial advice.