Less prep.
More advice.
Finpersona for Advisors plugs into your clients' financial records — so when they walk in, you already know the numbers. Record the meeting on your phone, get an instant transcript, send the action plan before you're back at your desk.
Free during beta. Built with Malaysian advisors. No commitment.
The prep work, handled.
Most of an advisor's job is gathering numbers, not giving advice. Finpersona flips that — clients share their finances in one tap, you arrive at the meeting already briefed.
Connect, don't chase.
Your client opens the app, taps 'Share with my advisor', picks you, done. Bank balances, recurring bills, tagged LHDN reliefs — all in your dashboard, refreshed live. No PDF statements emailed at 11pm.
Briefed before you sit down.
Auto-generated prep notes flag the conversations worth having: spending shifts, untouched reliefs, drift from goals. Walk in with three sharp questions instead of a fact-finding form.
One source of truth.
No more reconciling four broker PDFs and a Maybank statement. LHDN reliefs, EPF, insurance, investments — everything the client touches in Finpersona shows up in your view, normalised.
Compliant by default.
Client-granted access, audit log, revoke anytime. Records stay in Malaysia. PDPA-aligned. SC and FIMM advisor flows respected — Finpersona is the tool, you remain the licensed adviser.
The whole meeting,
typed up for you.
Sit down with a client at a kopitiam in Ipoh with no Wi-Fi? Finpersona records on-device — both phones, two-channel, speaker-tagged. You get a clean transcript the moment you reconnect.
From fact-find to follow-up, in one app.
Invite client
Send a one-tap invite. They install Finpersona, connect their accounts, you're linked.
Prep, briefed
Open the dashboard the morning of. Auto-notes flag what's worth discussing.
Meet & record
Pair both phones, hit record. Works offline. Two-channel, speaker-tagged.
Send the plan
Transcript and action items land in your draft folder. Review, send, done.
A few questions we hear.
Who owns the client's data?
The client. They grant you read access to specific buckets — transactions, balances, reliefs — and can revoke at any time. You see what they've shared, nothing more. All audit logged.
Where are recordings stored?
Captured on-device, encrypted at rest. Transcripts processed in Malaysia-based infrastructure. Audio is auto-purged 30 days after transcript review (configurable). PDPA-compliant.
Will Finpersona give my client advice directly?
The consumer app offers educational AI insights — not licensed advice. When you're connected as their adviser, the app routes goal-planning and product-specific questions to you instead. You stay the regulated touchpoint.
When is the advisor product launching?
Closed beta starts Q3 2026 with a small KL-based cohort. Public launch in Q1 2027. Waitlist signups get early access and locked-in beta pricing.
How much will it cost?
Free during beta. At launch, advisor seats start at RM 89/month, scaling with active client connections. Consumer app stays free for your clients — always.
Be one of the first fifty.
We're keeping the beta tight — fifty Malaysian advisors, three months of co-building. If you'd rather spend more time advising and less time gathering, we'd love to talk.