Fincate Pro creates practical software for financial planners and paraplanners, built by practising Chartered financial advisers. Our Suitability Report Wizard and Annual Review Wizard help firms produce clear, personalised reports with less administration and greater consistency. Guided workflows bring together your firm’s wording and branding, with every draft ready for your team to review, refine and approve. From explaining recommendations to demonstrating the value of ongoing advice, our tools help you communicate clearly and give clients a better understanding of their financial planning. Less time producing paperwork. More time supporting clients. Explore our tools at fincatepro.co.uk.
| Website | http://www.fincatepro.co.uk |
| Employees | 1 (0 on RocketReach) |
| Founded | 2021 |
| Address | Florence House, Mold, Wales CH7 1JW, GB |
| Industry | E-Learning Providers |
| Keywords | Financial Planning, Online Learning, Budgeting, Estate Planning, Investing, Retirement Planning, Financial Education, Money Management, Personal Finance, Financial Literacy, Wealth Management, Debt Management, Financial Courses, Online Courses, Financial Advice, Investment Advice, Tax Planning, Insurance Planning |
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Fincate is based in Mold, Wales.
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