Designed to smoothen your consultancy advisory process and enhance your client’s experience.
The digital fact finder helps you save more than 20 minutes in each appointment by gathering your clients’ information in advance.
This gives you more time to discuss specific financial goals and weigh the options with your clients.
With clients’ varying needs at different life stages, our chart changes automatically and showcases their financial health.
This encourages your clients to share key relevant information, enabling you to propose personalised solutions for them.
Giving you the confidence to broach sensitive topics, with illustrations of real-time figures while discussing the impact of different goals and scenarios to your client’s existing portfolio.
Your clients will have more confidence to make informed decisions and build their financial future with you, thus establishing a long-term client-adviser relationship.
Allowing you to do more detailed reporting for a more objective analysis. Localisation and constant updates of national schemes in each country helps you reduce analytics time and get answers almost immediately.
Your clients have faster, better decision making and will be able to see exactly how it impacts them.
Impressing your clients with a detailed report, customised with your personal branding that can be generated instantly to summarise your discussion points to follow up closely with your clients.
[To be updated] Uplift your positioning, being vital to every of your client’s decisions that will impact their finances.
Use visuals to present your clients’ financial needs as they strive to achieve their goals or when unexpected life events occur. Showcase your solutions to address their financial gaps.
Create a Professional Financial Report or prepare a Policy Summary in a few simple clicks. Save valuable hours and spend more time on providing advice for your clients.
Powerful goal templates simplify time-consuming and cumbersome data entry. Analyse the financial impact of the same goal at different age in a few clicks.
Securing your data in transit and at rest with industry-standard encryption technology.