How Finobi changes everything

Revolutionizing financial advisory with AI-powered client meetings, modeling, and reporting

By Team Finobi

Financial Modeling Assistant

Put your paraplanners on steroids, explore diverse scenarios and create complex financial models in minutes.

Keep track of your client interactions

Keep track of your client interactions with ease using our intuitive interface.

  • Client Context-Awareness: Client data is turned into actionable knowledge. Finobi understands your client's financial goals and concerns and helps guide you in building a financial plan by adding relevant client specific inputs.
  • Advisor Specific Personalization: Finobi is highly personalizable and understands your unique approach to financial planning. This doesn't just include your preferred Managed funds and portfolios but also your unique strategies and planning approach.
Keep track of your client interactions

Financial modeling assistant

  • Intelligent Strategy Planning: Finobi can access a library of industry-standard financial models and analysis templates which it uses to help build a robust financial plan.
    • Smart Scenario Analysis: Finobi allows you to create and compare scenarios in minutes, not hours. You can model different market conditions, life events, and investment strategies and instantly see how changes in assumptions affect long-term outcomes.
    • Effortless Strategizing: Finobi understands the financial planning process and can be requested to strategize and model with a simple prompt. You have to simply request a strategy and Finobi will build it for you, its just like working with a paraplanner.

Client Meetings Assistant

Finobi transforms client meetings into a seamless experience, allowing advisors to focus on building meaningful connections while the assistant takes care of the rest.

Keep track of your client interactions

Organize your client meetings with ease using our intuitive interface

  • Real-Time Transcription: Capture every conversation with high accuracy using device microphones or a smooth integration with online meetings platforms.
  • Intelligent Summarization: Extract and organize key points automatically, saving time on note-taking.
  • Actionable Insights: Generate meeting summaries and action items on the spot, ensuring nothing is overlooked.
  • Comprehensive Client History: Build a detailed repository of client interactions for ongoing reference.
  • Effortless Organization: Retrieve categorized meeting information instantly when needed.
  • Meeting Q&A: Ask any question about the meeting topics and receive clear, immediate answers.
Keep track of your client interactions

Client factfind is automatically generated based on the meeting context and client documents.

Interactive Report Generator

Effortlessly turn your financial models and analyses into visually compelling, client-friendly presentations.

  • Intelligent Report Creation: Transform analyses into polished, professional client-facing documents effortlessly.
  • Dynamic Updates: Keep reports current as your client's financial situation evolves.
  • Custom Reports: Customize and style your client reports with a simple prompt.

Finobi's Edge

  • Unparalleled Efficiency and Time Savings: Work that used to take hours or even days now takes minutes. Allowing you to focus on your clients.
  • Self Reliance and mental peace: Take control of your practice and focus on your clients, let Finobi handle the rest from data entry to report generation.
  • Built-in Financial Expertise: Utilize built-in financial expertise and tools to refine your financial plans and produce beautiful reports for your clients.
Keep track of your client interactions

Manage your financial advisory practice with ease on Finobi




Finobi is like having a super-smart partner who understands your needs precisely and helps you deliver amazing results for your clients.