Financial Advice Management

The need for financial planning and advice is greater than ever. As investors take more focused interest and accountability over their financial health, advisors must employ a comprehensive approach to help clients attain financial and lifestyle goals such as retirement, college or a vacation home. The dreams have not changed, just the investment plans designed to achieve them.

Benefits

Among many other benefits, with Financial Advice Management you gain:

• Best-in-class technology coupled with ease of use: Our solutions were designed by financial planners for financial planners, and developed specifically to improve workflow efficiency, increase productivity and enhance client relationships. Watch our webinar to see how
• Convenience and flexibility: The web-based modular design with role-based entitlements allows custom configurations to support any advisor preference
• Support advisor growth: Serve independent advisors or integrate with large enterprise applications and infrastructure. Share data across teams or restrict it to roles-based entitlement. With online access to financial plans, advisors can collaborate with clients for superior customer service and with other advisors to facilitate cross-selling
• Total solution set of financial advisor tools: Purchased as stand-alone tools or integrated into our middle- and back-office technologies, we offer your firm end-to-end planning, execution and reporting solutions