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.
Collect data with branded questionnaires
Embed the questionnaire in your website or send a link to a specific prospect to complete.
Send automatic reminders to prospects that might be procrastinating without you having to be on top of them
Generate a financial diagnostic in seconds
Our AI engine turns data straight from questionnaires and documents into a full financial diagnostic in seconds.
The analysis is written as a story in plain English in a way your clients will understand, covering cash-flow projections, assets, debt, insurance, savings rates and more.
Generate and customize a one-page summary
Create a quick summary with the top highlights of the diagnostics, to share with your clients.
A quick view on profile, top goals, financial life (cash-flow) projections, key observations and how you as an advisor can help if you work together.
Keep track of all your opportunities
iew and manage all your opportunities from your Dashboard : send reminders, edit data, crunch the numbers… all from one place
Share portal access and track prospect activity
Get notifications when your prospects access the analysis, share it, or open it up after a long time of inactivity
