Invite the Client
Advisors can manually create households or quickly invite clients to self-register into a group with specific market assumptions. Clients can be given the ability input crucial financial details, or simply empower them in Do-It-Yourself mode.
Onboarding
Experience seamless onboarding with our intuitive wizard! Whether you're an advisor or a client, our user-friendly onboarding process takes just minutes to guide you through the start of the Data Gathering Process.
Build the Current Plan
The Client Profile page allows advisors to efficiently input essential plan details for instant results. It's the window for every household to view an accurate reflection of their current plan with a high degree of sophistication.
Build Scenarios
Advisors have unlimited scenarios to easily build coaching, education & testing scenarios along with suggested actions. Any scenario can be tagged for comparison, print, play or flag as official recommendations.
Notable Plan Building Features
Ratio Analysis
Target Portfolio
Target Portfolio
Target Portfolio
Target Portfolio
Target Portfolio
Strategies
Target Portfolio
Input Visualization
Input Visualization
Input Visualization
Input Visualization
Income Modeling
Input Visualization
Income Modeling
Details
Input Visualization
Income Modeling
Unlimited Scenarios
What-If Considerations
Unlimited Scenarios
Scenario Options
What-If Considerations
Unlimited Scenarios
What-If Considerations
What-If Considerations
What-If Considerations