What used to be used solely for asset gathering, financial planning software now serves advisors and their clients as a vital analytical decision making tool. Goal setting complicated by tax law changes, investment uncertainty and timely financial decisions make financial planning software a necessity for any serious advisor.
MyMoneyPlatform has the necessary assets to create co-constructed interfaces in a kind of relationship inspired by the collaborative economy where customers define their real needs.
Business is no longer done on Main Street so offer your clients the best customer experience. Connecting Your Clients With Your Advice, Instantly MyMoneyPlatform has been designed to give your clients all the tools and information they need to commit to your products before your team even connects with them.
Through targeted questioning, this unique software will seek out the holes in financial plans on your behalf, pre-qualifying these leads for your sales team. Through the combination of AI and human interaction your clients can avail of one to one advice, review their finances in even more depth and purchase financial products to accelerate their ambitions for the future.
If you are looking for the best personal finance software available, look no further! Bringing New Business For most financial sales teams, life is filled with forms and fact finding.
Getting to grips with the customers financial situation is not always as easy as it should be, often taking significant time and effort. Freeing up these resources, allows the sales team to focus on pitching the right product and closing the sales.
Not when they are due to re-connect in 3 years when they are due to talk again but when they get the pregnancy result, see their dream car, propose, become ill or lose a loved one.
Instantly with a few clicks the client and adviser get to reassess the financial position and adjust the strategy and choose the best products to realign the client. The platform has the ability to carry your client right through the Introduction, Fact-Find, Pitch and Close of the sale if you choose that strategy.
Attach your online process to your customised interface and have the client do the work for your sales team. How It Works Client Engages Platform With a cutting edge UX design the client can browse across each area of their finances, seamlessly completing the fact-find and learning about the shortfalls in their finances through scores and personalised recommendations Client Engages Adviser With a single click the client notifies the sales team that they want to discuss more or even start the application paperwork.
Adviser Walks With Client Closing out the sale of the required financial product s the adviser supports the client and assists with the final paperwork to set the policy up.
White-Label Control the variable inputs of the platform completely re-brand the interface from within our Central Broker System. CRM An integrated CRM solution, connected to the clients interface, will grow to a cutting edge financial planning specific solution. Brokers see real-time updates to client changes in circumstances and can narrow their search to run dedicated campaigns.
Your Central Broker System Control the variables used in the platform calculations e. Personalise the scoring methods to suit your own firms interests. Scoring Re-brand the entire platform with a couple of clicks.
Branding Whether you have an internal sales team or use external brokers the platform can tier the access for you.Financial planning is a highly competitive industry with practitioners trying to find any edge possible to improve their investment decisions. Stitely & Karstetter is a full-service accounting solutions and business advisory firm.
Our team of experienced Certified Public Accountants is focused on your success. Plan better. Budget faster. Forecast smarter. Our financial planning software helps thousands of companies improve their business financial performance.
Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance) - Kindle edition by David Grau. Download it once and read it on your Kindle device, PC, phones or tablets. Use features like bookmarks, note taking and highlighting while reading Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance).
Financial planning software helping professional advisors deliver the best financial and retirement planning to clients. Start today with a day trial. Personal finance software can help you master the basics, become more efficient at managing your money, and even help you discover ways to meet your long-term financial goals.
Choosing the best personal finance software is .