Fincate Pro is a set of guided wizards built by Chartered advisers — one for suitability reports, one for annual reviews. Each structures the compliance heavy-lifting, keeps your wording and your branding, and produces a client-ready draft your firm checks and owns — in a fraction of the time.
7-day free trial of both tools · no card required · from £39 a month · cancel any time
Already using Fincate Pro? Log in to your firm
The wizard walks each report through the same disciplined structure your file reviewer would ask for — while leaving the words that matter in your hands.
A guided flow covers the client, objectives, risk, capacity for loss, solution and costs — including platform charge tables that calculate themselves. Nothing essential gets forgotten; nothing padded gets in.
The report is assembled in your firm's colours, logo and house wording. Every adviser writes on a named seat, so reports are consistent across the firm — and personable to each client, not boilerplate.
Export a professional, client-ready draft for your firm to review and own. A clear read for the client, a compliant document for the file, and hours back in your week.
Take the one you need, or both together for less. Same login, same branding, same firm settings — and your free trial unlocks both.
A guided suitability report wizard that turns your fact-find and recommendation into a client-ready draft.
An annual review wizard for your ongoing clients: a client dashboard, review letter and internal file note from one guided workflow.
We think a good suitability report helps sell advice, so it has to look and read professionally. That's hard to get from a language model — and harder to justify when it means handing over your clients' data.
Reports are produced as drafts for your firm to check and approve — the advice, and the final document, are always yours. Client data is encrypted at rest, exportable on demand, and never used to train anything.
Each tool does its job properly. Fincate Pro sits alongside your back office, cashflow and risk tools — it doesn't try to replace them.
Your logo, your colours, your footer text — on the wizard and on every report. Clients see your firm, not ours.
Tiered platform fee tables for the major platforms are built in and worked out automatically — editable to your own negotiated rates.
Each seat belongs to a named adviser, so files show who advised and reports stay attributable — a detail file reviewers appreciate.
House wording, default advisers and shared settings mean every report from your firm reads like it came from your firm.
Data encrypted at rest, two-factor sign-in, full audit trail, nightly backups — and a one-click export of your firm's data, because it's yours.
Suitability Reports and Annual Reviews share one login, one set of firm settings and your branding — with more tools to come in the same workspace.
"We've cut down everything that can be cut down — and kept the creativity that makes a report personable to the client. The proof is always in the pudding."
Rob Lewis & Ella Catherall — founders, Fincate Pro
Fincate Pro was built by Rob Lewis and Ella Catherall — husband-and-wife co-founders, both Chartered Fellows, who run a financial planning firm and write these reports for real clients every week.
That's why the wizard obsesses over three things: a great client read, a compliant document, and an outcome that works for everyone — the client, the adviser and the file reviewer.
Choose your tools, then your plan. Every plan includes your firm's branding, secure storage and support. 30-day rolling — free to cancel any time.
£179/month for your first 10 users, then £14.99/month for each extra user. Add users whenever you need them; reduce them from your next billing date.
Pay annually and get two months free. More than 250 users, a network or multi-office? Talk to us about bespoke licensing.
A suitability report wizard guides an adviser or paraplanner through each part of a suitability report — client, objectives, attitude to risk, capacity for loss, recommendation and costs — and assembles a client-ready draft in your firm’s own wording and branding, for your firm to check and approve.
From one guided workflow it produces a client dashboard, an annual review letter and an internal file note, saved to a firm-wide review library with management information.
No. It’s a hybrid approach: the structure and checks come from the system, and the words come from the adviser and your firm’s house wording. It isn’t an AI report generator, and client data is never used to train anything.
Yes — your logo, colours and footer text appear on the wizards and on every report and review. Clients see your firm, not ours.
Suitability Reports start at £59 a month, Annual Reviews at £39 a month, and both together at £79 a month, 30-day rolling. Every firm gets a 7-day free trial of both tools — no card required.
Your firm. Fincate Pro is software for regulated firms and does not give advice; every report and review is a draft for your firm to check, approve and own.
Run a real case through the wizard on a free 7-day trial and put the finished draft next to what you produce today. The proof is in the pudding.