The Plan History puts a record of the life of the plan at the advisor’s fingertips. An organized record of data gathering, client interaction and engagement with the plan, and delivery of suggestions are all recorded automatically. The history allows advisors to know when their clients or other professionals log into the plan and make changes and provides information about their updates.
Adopted actions and the delivery of Suggested Actions are highlighted to track the maturity of the client planning conversation and show value in an easy to interpret digital report.
Members of a team can share the plan history with back-office professionals for compliance overview and milestone checks on client engagement. Users have a recorded blueprint of client plan delivery, adoption, and general planning context. The plan history cannot be edited by the user, is automatically created, and available in real time.