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75% of households have no written financial plan. We empower advisors with a self-directed planning platform, allowing them to provide holistic advice to hundreds of clients.
Simple, elegant, easy to navigate portal for your clients to complete needed data entry, access their plans and view cashflow and budgeting
Using industry-leading data aggregation partner Quovo, your clients can connect accounts from more than 10,000 institutions
Model multiple plan variants and illustrate the impact of decisions and market conditions for clients in real-time
Use known assets, estimated expenses and projections to deliver robust insurance planning guidance so clients maintain the necessary coverage for life, disability, healthcare and long-term care needs
Web portals are great for tech-savvy clients, but following up with customizable, easy to understand PDF reporting provides clients with action steps and a snapshot in time of their finished financial plan
More than a dozen integrations with industry technology platform leaders like Riskalyze and Redtail, along with custodian integrations with TD Veo and Charles Schwab allow for single sign-on (SSO), client aggregation and more