Solutions

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Engage your clients in real -time

Pricing that scales with you!

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Paid Monthly

Interact with your clients in real time
Capture changes in your clients goals and objectives as they occur
Provide clients’ with full transparency of all data captured
Complete audit trail of all fact find updates
Provide your clients with a truely digital experience

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 Paid Monthly

 Includes all the benefits of the Wizard – Fact Find – PLUS: 

Provide your clients with their own personal portal – to view all presentations, modelling, and strategies

Actively track every client throughout your client engagement process

Manage your referral partnerships

Deliver the entire picture of a clients estate planning needs

Track every lead throughout your advice process pipeline

Generate reports on all Client – Adviser activity

Seamless integration with XPLAN

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