Client engaging, paraplanning strength, goals-based modelling with otpimising capabilities to cut SoA production in half.

Benefits at a glance

  • Requires only a handful of data points to engage clients at initial meetings
  • Optimising capabilities cut complex modelling time in half
  • Comprehensive modelling capabilities such as TTR, gearing, lifetime annuities and mutli-entities
  • Demonstrate how clients are tracking to goals at ongoing reviews
  • Specific dashboard which quantifies the value of advice

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