The process starts with creating the clients current plan in the Client Profile module. This page contains all the Net-Worth, Cash-Flow and Client Goals needed to create a quality comprehensive plan quickly. An entire comprehensive plan on one page.
Once the data needed for the clients current plan has been created, advisors can create unlimited analyses in the Scenarios module, including a Recommended Plan. They can Dive deep into their clients dreams and tackle hard questions quickly. It's never been easier to provide the valuable service of expert financial advice.
Once an Advisor has created a Scenario they'd like to use with their client, they mark it as "Shared" to then use in the Suggested Actions module. This page is just as useful and easy to understand for a 25 year old as it is for 85 year old. From here the client can only see the impact of each individual action in a fiduciary environment.
The Workshop will start as a whiteboard to facilitate discussion and answer complex questions on the fly during the plan presentation. However, the experience then allows the Workshop to turn into a Client Portal tool to maximize engagement.
Share the plan with your clients through a client portal where you control what they have access to and what they can do with it.
Additionally, Professional Access allows advisors to share plans with our service department, other advisors, or compliance departments. Separate controls allows advisors more security and greater control.
Once one of your recommendations has been agreed upon, you can click on "Adopt Action" to remove it from the list of Suggested Actions and apply it to the plan automatically. We keep a running tally of adopted actions on the "Clients" Page.
In the Plan Settings Module, advisors can match themes, graphics and button colors to their firms website.
Additionally, advisors can customize the experience for each client (if they want) right down to the metrics used in each experience.
In the History module, Advisors will review actions taken by any user in the system, including advisors, support staff, other professionals or your clients.
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