For the second consecutive year, software provider Fin365 has been rated number 1 in customer satisfaction in an industrywide survey of more than 1500 financial advisers. According to results published in the Adviser Ratings’ 2022 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 61.8.
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Fin365 rated #1 in Adviser Ratings 2020 Financial Advice Landscape Report
Software provider Fin365 has been rated number 1 in customer satisfaction in an industrywide survey of more than 1500 financial advisers. According to results published in the Adviser Ratings’ 2020 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 76.
What the heck is fintech?
Disruption has arrived to the financial services industry. To thrive in this new world, financial advisers will need better financial planning software
Fintech companies FinPal and Investfit deliver real-time modelling for financial advisers
Investfit and FinPal aim to streamline the advice process by delivering real-time advice modelling to an adviser’s financial planning software system.
Investfit modelling system redefines risk
Investfit has developed a tool that helps advisers present information in a way their clients are able to understand how much retirement income they give up in exchange for more stable short-term investment returns. The question for the client becomes “you could have $64,000 per year in retirement with 90% certainty* (top right of the chart), but you will likely experience some large negative investment returns on the way (eg a loss of 35% in one year), or you can have only $44,000 per year in retirement with the same 90% certainty* (bottom left of the chart) but experience a smoother ride, which would you prefer?”
