Action-Based Financial Planning Software
Scenario Specificity
Scenario Specificity
Scenario Specificity
Deliver precise, actionable financial plans that mirror your clients' real-life situations.
Expertise Showcasing
Scenario Specificity
Scenario Specificity
Display your expertise and the value of your approach with revolutionary scenario planning.
Client Empowerment
Scenario Specificity
Client Empowerment
Beyond mere engagement, enable a sense of ownership through active participation in their financial future.
Attract & Retain
Use Scenarios to make your analysis stand-out in this word of mouth industry. The more you do for your clients, the more they will do for you.
Save Time
Build quality plans faster and with more confidence during Data Gathering, Plan Building, Presentation and Implementation phases.
Create Markets
Don't be limited by who you can serve. Expand the funnel of prospects that can benefit from your services.
Some Inconvenient Truths about...
The Great Wealth Transfer
- Advisors lose on average, 70%+ of their Clients kids at Wealth Transfer
- This problem will only increase as boomers age.
- The $84T and remaining $56T are largely the same people not currently being engaged.
- The Transfer is from a group famous for not engaging in technology to a group that lives on it
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