Redvest collaborates with Finalyst, a cutting-edge financial planning app and platform for financial planners, to bring its suite of tools and mobile app directly to Redvest’s community of financial planners and clients.
This collaboration is designed to meet the growing demand for more fluid and personalized financial planning approaches. By integrating Finalyst’s technology, Redvest planners can now offer a hybrid model—one that blends structured financial guidance with ongoing coaching and real-time visibility into financial standings.
Why This Matters for Clients
- Flexibility Meets Discipline: Ideal for individuals who want a financial plan that adapts to life’s changes, while still staying grounded in professional oversight.
- Interactive Coaching: The app empowers clients to engage with their financial journey, not just passively receive updates.
- On-Demand Clarity: With Finalyst’s intuitive dashboard, clients can track progress, visualize outcomes, and make informed decisions anytime, anywhere.
Shared Vision from Both Teams
Alvin Kwan, one of Redvest’s directors, commented on the partnership:
“We believe in Finalyst’s ambition and approach to catering for younger clients—those who may not require a full financial plan but still need thoughtful guidance. The ability to monitor assets, borrowings, investments, and retirement planning in one app creates a more fluid, realistic path for this demographic.”
Echoing the need for innovation, Finalyst’s co-founders Eric Foo and Casper Foo shared:
“Financial planning tools need to evolve. We believe the process should be efficient and simple, not more complicated. That’s where our platform focuses: helping planners and clients collaborate with less friction and more clarity.”
A Strategic Fit for Redvest
Redvest continues to position itself as a forward-thinking wealth management firm, prioritizing transparency, accessibility, and emotional resonance in its client offerings. This collaboration reflects its commitment to serving investors who value both rigor and responsiveness in their financial journey.
Contact us to know more!