Suggested Actions
This 1-page financial plan transcends age and socioeconomic boundaries. Its interactive experience caters to clients of all backgrounds, providing a holistic and personalized approach to financial planning in a single, user-friendly format.
The Workshop
This dynamic module empowers both advisors and clients to explore suggestions and what-if scenarios without impacting any existing plans. Advisors can use it for compelling presentations, while clients can access it in their portal for hands-on financial exploration.
Plan Comparison
Advisors and clients compare comprehensive or specific scenario results side by side, all on a single page. It's the ultimate tool for gaining a holistic view of your financial journey that can easily morph into niche education.
Reports
Advisors can generate PDFs and engage clients through report pages without the need for printing. Seamlessly communicate vital information while staying eco-friendly and efficient.
Notable Client Engagement Features
1-Page Financial Plan
1-Page Financial Plan
1-Page Financial Plan
Interactive Visuals
1-Page Financial Plan
1-Page Financial Plan
Audit Trial
1-Page Financial Plan
Audit Trial