What would Fincate Pro save your firm?

Adjust the numbers to match your firm. The starting figures are our founders' real timings from running their own financial planning practice — covering data collection, report writing, automated compliance checks and file notes — not a marketing estimate.

Your numbers

Everything updates live. Times are per suitability report, in minutes.

Your firm

Advisers

Reports per adviser / month

Value of an adviser / paraplanner hour £150

£50£400

Time per report — your current way

Data collection (mins)

Report writing (mins)

Compliance checks (mins)

File notes & admin (mins)

Time per report — with Fincate Pro

Data collection (mins)

Guided wizard (mins)

Compliance checks (mins, automated)

File notes (mins, auto-created)

What you pay now Current software (£ / month) Outsourced paraplanning (£ per report) — set 0 if written in-house; £150–£250 is typical

—

adviser & paraplanner hours back per month

—

that time is worth, per month

—

better off per year with Fincate Pro

Time per report — before and after

—

Your current way—

With Fincate Pro—

Data collection Report writing Compliance checks File notes & admin

Monthly cost — your current setup vs Fincate Pro

Software plus any outsourced paraplanning, at your report volume.

What you pay now—

Fincate Pro (—)—

Software Outsourced paraplanning Fincate Pro

— —

Where these numbers come from: the default timings are what our founders actually record using Fincate Pro at their own firm, including the automated compliance checklist and file-note creation. Your cases are yours: adjust every figure to match, and judge the result on your own numbers. Figures are illustrative, not a guarantee.

What would Fincate Pro save your firm?

Your numbers

Time per report — before and after

Monthly cost — your current setup vs Fincate Pro

Now check our maths with a real case