FinVista works with independent financial advisers, retirement planners and wealth management firms that want to bring clear, practical education to their clients. This page explains what our partner program covers, how we support your practice, and what we expect in return.
We work with independent advisers, accounting firms and retirement planners who want to bring structured investing education to their clients. Our partner materials cover ETF construction, bond ladders, inflation hedging and portfolio review workflows.
Each kit includes plain-language explainers, worked examples and one-page summaries you can hand to clients before a review meeting. The content is written for adults aged 35 to 65, so it avoids jargon and stays grounded in real portfolio decisions.
A structured checklist that walks through asset allocation, fee drag, tax efficiency and inflation exposure. Use it as a starting point for annual reviews or as a framework for onboarding new clients with existing investments.
Spreadsheet-based models that compare drawdown strategies, bond ladder structures and annuity trade-offs. The tools are transparent, with every assumption visible, so you can adapt them to a client's spending needs and risk tolerance.
Concise briefings that summarise what changed in fixed income, equities and inflation expectations. Each briefing ends with discussion questions you can use in client meetings or internal team sessions.
A monthly newsletter template that covers one practical topic, such as rebalancing, tax-loss harvesting or sequence-of-returns risk. You add your own commentary and send it under your firm's name.
Live online sessions that walk through the latest research on ETF costs, bond ladder construction and inflation-protected securities. Sessions are recorded, so your whole team can watch at their own pace.
Partner materials are updated quarterly. If you work with clients approaching retirement, the solutions overview explains how these resources fit into a broader planning conversation. For background on our editorial approach, see the about page.
Financial planners, portfolio managers and long-term savers rely on FinVista for clear data, practical guides and unbiased market analysis. Here is what a few of them say about working with our research and tools.
We built FinVista for independent financial advisors, retirement planners, and wealth managers who need dependable market data, clear model portfolios, and client-ready educational materials. This page explains the specific tools and editorial standards we offer to professional partners.
Each model portfolio includes a plain-language methodology note, a full asset allocation breakdown, and a list of the exact ETFs we use. You can adapt the models for client risk profiles without rebuilding the research from scratch.
Our retirement planning tools generate realistic spending and withdrawal scenarios, including sequence-of-returns risk and inflation adjustments. The output is formatted for client meetings, not just for internal use.
Every week we publish a short market brief that explains recent moves in plain English. You can repurpose this commentary for newsletters or client updates, and we always cite the underlying data sources.
Our library of guides covers dollar-cost averaging, bond ladders, inflation-protected securities, and other core topics. Each guide is written for a non-specialist audience, so you can share them directly with clients.
