The FinCalc Client Portal is the client facing side of FinCalc, a secure place for clients to share information, complete fact finds, exchange messages and see where their finances stand. Advisers, paraplanners and administrators set it up and work the data it produces, and clients are the day to day users. Its natural home is a firm that already uses FinCalc for planning, because the portal exists mainly to feed those tools rather than to stand on its own.