Freedom251 › Financial Planning Software
Finjaro
What Finjaro is
Finjaro is a web-based financial planning platform made for financial advisers. It lets advisers create and track custom milestones, project annual cash flows, and review expenses, loans, and asset values year by year. Scenario planning shows how life events, protection gaps, and retirement needs affect projections. The platform includes cash-flow modeling, goal planning, scenario analysis, and insurance planning. Its Family Connect feature gives clients a digital vault for storing and sharing financial information while helping advisers stay connected with trusted contacts and next of kin. Finjaro Essential includes the planning tool, next-of-kin management, unlimited birthday and custom event reminders, unlimited clients and client next-of-kin, and unlimited accounts for them. The plan costs $50 a month; the page also says a 12-month subscription saves $100. Finjaro says data uses 256-bit AES encryption and transfers use SSL/TLS. It cites ISO 27001, SOC, and PCI Level 1 service providers, plus periodic security audits and penetration testing.
Who it suits
Finjaro is intended for financial advisers who need roadmap, cash-flow, goal, scenario, and insurance planning. Its client vault and next-of-kin tools also fit adviser-client collaboration.
What it does well
- Projects annual cash flows
- Tracks milestones and financial values
- Supports scenario and insurance planning
- Includes a client information vault
- Uses AES-256 and SSL/TLS
What to know first
- Web access only
- No free plan
- Costs $50 a month
- Designed specifically for financial advisers
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Finjaro Essential | The page also says, “Or subscribe for 12-months and save $100!” · Unlimited clients and client next-of-kin · unlimited accounts for client and client next-of-kin · unlimited birthday and custom event reminders | $50 a month |
As finjaro.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
Finjaro brings adviser planning, scenario projections, and client information sharing into one web platform. Its paid Essential plan and adviser-focused design are important considerations for prospective users.
Facts from Finjaro's own pages
- Audience
- The site presents Finjaro as a product for financial advisers and says it is made by financial advisers for financial advisers. · finjaro.com, 9 Oct 2026
- Family Connect
- Family Connect offers clients a digital vault to store and share financial information and lets advisers stay connected with trusted contacts and next of kin. · finjaro.com, 9 Oct 2026
- Financial roadmaps
- The planning tool lets advisers define and track custom milestones, project annual cash flows, and review expenses, loans, and asset values year by year. · finjaro.com, 9 Oct 2026
- Headquarters
- The site footer identifies Singapore. · finjaro.com, 9 Oct 2026
- Included features
- Finjaro Essential includes a financial planning tool, next-of-kin management, and unlimited birthday and custom event reminders. · finjaro.com, 9 Oct 2026
- Payments
- The security page says payments are processed by PCI Level 1 service providers. · finjaro.com, 9 Oct 2026
- Scenario planning
- Its scenario planning tool helps advisers show the effects of life events, protection gaps, and retirement needs through dynamic projections. · finjaro.com, 9 Oct 2026
- Security
- Finjaro says data is encrypted with 256-bit AES and SSL/TLS is used during transfers. · finjaro.com, 9 Oct 2026
- Security testing
- The company says it periodically conducts security audits, intrusion testing, and penetration testing across its software, services, and systems. · finjaro.com, 9 Oct 2026
- Service providers
- Finjaro says it uses ISO 27001 accredited service providers and cloud providers accredited under SOC 1 and SOC 2/SSAE 16/ISAE 3402. · finjaro.com, 9 Oct 2026
- Support
- The site lists [email protected] as its support contact. · finjaro.com, 9 Oct 2026
- What it does
- Finjaro describes itself as a financial planning platform made by financial advisers for financial advisers. · finjaro.com, 9 Oct 2026
Where Finjaro stands on Freedom251
- Financial Planning Software#23 of 34