Your financial planning associate, on every step.
Finn gathers, builds, checks, answers, recommends and reports, working through the whole file with you. You keep the client relationship and the final call.
30-minute demo, then a guided 14-day trial on one of your real client files
Six jobs. One associate.
01Gathers
Reads statements, T4s, CPP records, policies, T2 returns and existing plans, then maps each figure to the right field. You: send the questionnaire.
02Builds
Assembles the plan on the PlanBase engine, field by field. You: apply what’s right.
03Checks
Validates inputs and catches gaps and inconsistencies before a client sees the plan. You: resolve the flags.
04Answers, live in the room
Answers your client’s what-ifs from the plan, with the figures, and drafts each one as a scenario. You: keep the conversation going.
05Recommends
Retirement, estate, insurance and corporate strategies, each with the numbers behind it. You: choose what to advise.
06Reports
Drafts a short, client-ready report in English or French. You: review and send.
I drafted it as a new scenario so the original stays intact. Proposed changes:
- Business sale year
- 2034 2030
- QPP start · Robert
- 67 65
An associate with the right instincts.
You approve every change
Nothing reaches the plan until you apply it.
Numbers come from the engine
Finn explains the projection and cites the figures. It never invents one.
Stored in Canada
Client threads stay on Canadian servers and never train AI models.
Everything on file
One reviewable thread per client for your team and compliance.
More on data handling on our Security page.
Questions about Finn.
Finn Builder, which builds plans from client documents and keeps the client thread, is included on Professional and Enterprise. Essential includes Finn plan review and Q&A, up to 100 queries a month. Every trial includes full Professional access, Finn included, for 14 days.
Give Finn your next client file.
Book a 30-minute demo. Afterward we set up your 14-day free trial with full Professional access and build the first plan with you on a real client file.