Fintor Adviser Workspace

Welcome. Choose a password for your Fintor Workspace account (at least 12 characters).

Enter the 6-digit code from your authenticator app.

Authenticator QR code

Scan this with Microsoft Authenticator or Google Authenticator, then enter the code below. Secret:

Staff only. Access is logged. Fintor Group Pty Ltd AFSL 559 460.

FintorFintor Workspace

Education & Knowledge

Coming

Education tools and client learning

All of the education tools from the Fintor website will be collected here, and you will be able to assign a client topics to complete before their next meeting. Completion is tracked on the client's record so you can see what they have worked through before you sit down with them.

Tools

Coming

Calculators and key resources

Standalone calculators and links to key information and resources. The calculators currently live in the old advice tool and will be ported here one at a time; this page will also hold quick links to the reference material the team uses day to day.

Clients

Record a meeting

Recording consent CS-H1

Read aloud before pressing record:

Before we start — this meeting is being recorded and transcribed so we have an accurate record of what we discuss. Only the Fintor team working with you can access it, and it is kept on your file. Are you both happy to continue on that basis?

Capture

00:00

Audio is captured on this device and uploaded to Fintor's secure storage when you stop. Keep this tab open.

For a Teams transcript export or a typed transcript. One line per turn, as [Name] what they said or Name: what they said. TFNs and card numbers are redacted before anything is stored.

Testing: — creates the synthetic client if needed.

Dictated note CS-H2

The client declined recording. Dictate or type your note straight after the meeting; it is extracted the same way and the file note records that no recording was made.

Review queue

File-note templates

File-note templates are written from a meeting transcript. Document templates are client-facing documents (SoA, RoA, roadmap, engagement letter…) built from confirmed facts, approved notes and the wording blocks. One active version per template; editing an active template creates a new draft version. Only global admins, compliance and RM can see or change templates.

Settings

Staff

Invite a staff member

Engine roles (tick all that apply — compliance and RM see every client; others see the clients they are assigned to):

Integrations

SharePoint client folders
Libraries Clients A to E · F to L · M to R · S to Z on the Fintor site · app "Fintor Advice Engine" (Sites.Selected)
Mailboxes (email & meeting capture)
Inbox, Sent Items and the calendar of each enabled mailbox are read every 10 minutes. Emails and meetings that involve a client's address go on the client's timeline; attachments are filed under Correspondence in the client folder. Global admins switch mailboxes on.
Open Admin to load.

Client documents — default folders

Subfolders the portal may show by default
Names must match the subfolders inside each client's SharePoint folder. "read & upload" is where client uploads land. Rows are never deleted — disable instead; per-client overrides live on the client's Contact tab.
Open Settings to load.

Client logins (Fintor client app)

Review

Transcript

Proposed facts

Goals

Tasks

Compliance flags

File note

Assistant
Ask about the meeting or tell me what to change in the note
whole file note
Template assistant
Describe the file note you need, or tell me what to change
Client assistant
Where they're at, what's outstanding, compliance gaps