Fisecal provides a financial coaching platform that automates cash flow management and financial analysis for wealth management professionals. This technology enables financial institutions to efficiently serve low- to moderate-income clients by streamlining onboarding and offering actionable financial plans.
Funding
$100K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth management professionals often struggle to efficiently serve low- to moderate-income clients due to time-consuming manual processes for cash flow management and financial analysis. Traditional methods make it difficult to onboard these clients and provide them with actionable, personalized financial plans.
Solution
Fisecal offers a financial coaching platform designed to automate cash flow management, financial analysis, and client onboarding for wealth management professionals. The platform provides a streamlined client dashboard with a clear overview of client information, including spending habits, credit profiles, and transaction aggregation. Fisecal's Holistic MoneyPlan™ empowers clients with actionable steps, budget information, and a financial health ratio review. The platform also offers 24/7 access to meeting history and allows for branding customization.
Target Audience
Fisecal primarily targets wealth management professionals and financial institutions looking to efficiently serve low- to moderate-income clients with automated financial coaching tools.
Features
- Client dashboard providing a clear overview of client financial information.
- Detailed comparison table for client spending over time, including average expenses and budget setting.
- Comprehensive credit profile monitoring, including credit card and loan balances, interest rates, and due dates.
- Transaction aggregation for seamless cash flow management and prediction of financial habits.
- Holistic MoneyPlan™ providing clients with actionable steps, budget information, and a financial health ratio review.
- 24/7 access to meeting history and notes.
- Customizable branding to maintain the coach's business identity.