Display KPIs related to client accounts over time.
-> Understand KPI's better than ever before
-> Simplify the way your clients consume account data
-> Educate by providing clear contextual information
-> Include an access point to contact advisors
Create and keep track of short and long term financial goals.
-> Clearly visualize contribution schedules
-> Communicate progress using plain language
-> Facilitate participation of other contributing members
-> Provide a clear path to advisor involvement
Simplify the retirement planning process.
-> Simulate a retirement plan quickly and accurately
-> Present clear and actionable steps
-> Facilitate seamless planning and communication with advisors
-> Educate clients to increase engagement and trust
See more assets, all in one place.
-> Prevent data-overload with a simple view of client assets
-> Include comprehensive data by connecting external accounts
-> Invite users to explore with intuitive and engaging visualizations
-> Drill-down clearly segmented data for advanced analytics