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. You can export or delete any client at any time, a deleted client can be restored for 30 days, and the whole database is backed up nightly.
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, on every plan. Send a live link the client opens on their phone, with no login, and explores their own plan. On the Free, Professional and Elite plans that link can be in Hindi or Marathi as well as English. On Professional and Elite it carries your own brand instead of ours.
Will reports carry my brand?
On the Professional and Elite plans your company logo and firm name sit at the top of every report, with no FinClarus mark. On Free and Starter the report carries FinClarus branding, with your name, firm and licence shown in full.
Can I cancel anytime?
Yes. Start on the Free plan with no card at all, then pay monthly or yearly whenever you are ready, and cancel any time.
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 and can be sent on WhatsApp. Both are on every plan. On Professional and Elite the link carries your own brand.
Can I put my own logo on reports?
Yes, on the Professional and Elite plans. Add your logo under Settings, Firm & compliance, and it appears at the top of every report, on the live link your client opens, and as your avatar in the app. Free and Starter reports carry FinClarus branding.
Can I change the report language?
Yes. Pick from English, Hindi and Marathi in Settings or next to the share button on the plan. Included on the Free plan so you can try it before paying, and on Professional and Elite.
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, and net-worth tracking is there on every plan.
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?
There is no time-limited trial. The Free plan gives you 7 client reports in total and 10 saved clients, with no card and no expiry date. Upgrade whenever you need more.
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.