How it works

Built around your firm. Not ours.

FinPlanr is designed to sit inside a financial advice firm's client experience - carrying its visual identity, tone and route into advice.

Clients experience FinPlanr as part of your brand.

The underlying technology stays consistent while the front-end experience adapts around the firm.

✓ Your logo and colours

✓ Your tone of voice

✓ Your route into advice

Prospective clients engage with a conversational financial planning experience.

Structured questions help people think about goals, priorities and their financial position.

With permission, relevant information can support a more informed first conversation with the advice firm.