Questions advisers ask.
Straight answers on the product, your data, compliance, and how FinClarus fits your practice.
Does FinClarus give investment advice?
No. FinClarus is planning software for advisers, not a financial adviser. You own every recommendation; the tool turns your inputs into clear projections and a client-ready report.
Is my client data safe?
Yes. Each adviser's data is encrypted and kept isolated, and is never sold or shared. On Elite, every saved plan is sealed into a tamper-proof, hash-chained audit ledger.
Do I need to be technical?
No. You fill in a short guided form and a complete plan, with a health score and goal-wise SIPs, is ready in minutes. No spreadsheets, no setup.
Can clients view the plan themselves?
Yes. Send a live link the client opens on their phone, with no login, and explores their own plan in their regional language.
Will reports carry my brand?
Yes. Your company logo and firm name sit at the top of every report; Professional and Elite are fully white-labeled with no FinClarus mark.
Can I cancel anytime?
Yes. Start with a 30-day free trial, no card required, then pay monthly or yearly and cancel whenever you wish.
Getting started
How do I build my first plan?
From the dashboard, click Start financial planning, enter the client's details, pick the goals to plan for, fill in the numbers, and the plan appears in seconds. No setup needed.
Do I need to install anything?
No. FinClarus runs in your browser on any device, and your clients open their plan from a link, with no app and no login.
Plans & sharing
How do I share a plan with a client?
On the plan screen, use Print / Save PDF for a document, or Share with client for a live link the client opens on their phone. You can also send it on WhatsApp.
Can I put my own logo on reports?
Yes. Add your company logo under Settings, Firm & compliance, and it appears at the top of every report and as your avatar in the app.
Can I change the report language?
Yes. Pick from ten Indian languages in Settings or next to the share button on the plan, available from the Starter plan up.
Clients & reviews
How do I save and reopen a client?
Use Save to clients on the plan screen. Saved clients live in your Clients area, where you can reopen, update, and track follow-ups. Net-worth tracking is available on Elite.
Can I set a reminder to review a client?
Yes. When you save a client, choose when to review them next, and the dashboard surfaces follow-ups that are due.
Account & billing
Is there a free trial?
Yes, a 30-day free trial with no card required. After that you can stay on the Free plan or upgrade any time.
How do I upgrade my plan?
Open Settings, Subscription, and choose a plan. If you need a hand, contact us and we will sort it out.
Ready to try FinClarus?
Start free today and build a real client plan in your first sitting, no card required.