Financial Advisors
Use FinWise for better insights into your client's financial health
What is FinWise?
FinWise is an all-in-one personal finance management app that helps people manage and plan their finances more easily and efficiently. FinWise allows individuals to link their financial accounts into one place, track their net-worth, create financial plans containing scenario analysis, manage a budget and much more. We will soon be supporting household financial management.
FinWise for financial advisors?
We are building a portal for financial advisors, planners and portfolio managers to access and manage their client's financial portfolios. This way, we help you to get a holistic view of your client's financial health so that you can focus on your recommendations and not data aggregation.
Interested?
Contact us to find out more.