We've gotten rid of paper forms! Excite your clients with an interactive online discovery process that helps them identify their goals, financial circumstances and money behaviours in four simple steps.
Lead generation, capturing important client info and effective goal planning has never been easier. There's also an easy follow-up for them to book an appointment so you're always front of mind.
Model client data into a digital, interactive financial plan – everything from goals, cash flow & net wealth, to insurance, investment & super advice.
Clients can use their handy mobile WealthApp to view their financial situation anywhere, anytime. Everything from their net wealth to cash flow to portfolio balances is all there at their fingertips.
Real-time updates and reminders will always keep them on track and you’ll always be connected with their evolving needs.
Securely store and manage all your client info and activity with your new CRM – client emails, file notes, campaigns, workflows, progress, everything. All your essential tools are now in a single, digital, integrated online CRM platform.
Advisers & Paraplanners