Solutions
Comprehensive Financial Planning
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- COMPREHENSIVE FINANCIAL PLANNING
Goal tracker
Looking for a way to help your clients stay disciplined with their SIP investments and achieve their financial goals? Use the powerful goal tracking tools and help your clients make more objective investment decisions. Help your clients stay on track and watch their dreams become a reality!
Budgeting & Cash flows
Take control of your client's finances with our ultimate budgeting tool that makes it easy to track their income and expenses and helps you reach their financial goals. With our user-friendly interface, you'll be able to quickly and easily create a budget that works best for them. Let us handle the heavy weight lifting while you help your clients make the most of their money!
Financial health check
Ensure your clients are financially fit and fine by providing them with a range of ratios that measure the most critical aspects of their financial health. From liquidity to debt to investments, we have got it all covered. Don't let financial stress weigh your clients down - use these tools to keep their financial health in check!
Custom financial reports
Upgrade your financial planning game with us! Say goodbye to static excel sheets and hello to interactive and dynamic tools. Whether you want a 1 page summary of a 100 page report. It's all there!
Customisable templates, real-time updates, and historic report retrieval make it easy to create the perfect financial plan for your clients. Elevate your advisory skills with our in-depth planning tools.
Insurance planning
Protect your clients and their families against the unexpected with our insurance planning tool! Our scientific approach helps you make informed insurance decisions, tailored to each client's specific needs and circumstances. With this tool, provide top-notch service, build trust, and give your clients the peace of mind they deserve.
25+ asset classes
Keep track of all your client's investments and liabilities, so you can see exactly where they stand. With our daily updates on their net worth and asset allocation plans based on your client's goals and risk tolerance, you'll always be one step ahead.
