Sherpas Wealth - Financial health

FINANCIAL HEALTH

Automated Financial Planning for Prospective Clients

Deepen your conversations with prospects and showcase your expertise by generating a full financial health diagnostics in minutes, straight from data, thanks to our AI-driven planning solution.

Bring financial planning into your prospective process, at scale, and turn leads into clients

Quickly gather client data from questionnaires and document uploads

Generate diagnostics with AI in minutes and customize it

Easily share diagnostics with prospects via an online portal and PDF

Key features that make Sherpas planning simple, insightful, and scalable

360° Holistic Diagnostics. Goal-driven.

Gain a comprehensive overview of their financial health — investments, debt, cash flow, insurance, retirement — all linked directly to the client’s goals.

Actionable Summaries: Focus on What Matters

Avoid overwhelming your clients with lengthy reports. Receive scores for each financial area and an insightful summary to prioritize conversations and efforts.

AI-Generated Commentary

Stop spending time drafting insights and recommendations from scratch. Start with our AI-generated drafts and personalize them with your own style to align with each client's needs.

Clear and Visual Financial Statements

Automatically generate beautiful financial statement summaries, enabling you and your clients to understand their financial situation at a glance.

Educational sidebars to clarify concepts

Go beyond the diagnostics to help your clients enhance their financial understanding by embedding educational materials in sidebars, addressing common questions and fostering greater financial literacy.