Finalyst has unveiled a new platform designed to enhance financial health, employing advanced technology to streamline cash flow management, investment strategies, and insurance planning, as stated by the company.
According to the company, the platform gathers data to pinpoint potential shortfalls and enhance wealth growth while streamlining advisor-client relationships through its automated and user-friendly interfaces.
The company claims that the platform provides personalised financial plans, enabling clients to simulate various financial scenarios and monitor progress toward their objectives, supported by comprehensive reporting tools for clients and financial planners.
Tj Tee
TJ Tee, Co-Founder of Finalyst, said,
“Finalyst aims to simplify the financial planning process, making it more accessible and efficient for both clients and planners, addressing the gap in financial literacy.”
The company reportedly integrates a mobile app for convenience and real-time updates and is considering the addition of AI and machine learning for customised financial solutions.
Casper Foo
Casper Foo, Co-Founder of Finalyst, stated,
“This platform ensures that financial planners and clients have essential information at their fingertips, aiding in the development of effective financial strategies and a clearer understanding of financial management.”
The company emphasises that in alignment with the Personal Data Protection Act (PDPA), Finalyst prioritises data security, utilising the Amazon Web Services (AWS) platform to ensure data protection, scalability, and service reliability.
