Tailored financial planning solutions
Financial planning your way
Improved customer engagement and richer customer data
More personalised advice and product offerings
API model enables easy integration of new journeys over time
Hosted by you or BTO
A hybrid platform for better adviser-client engagement
Compliant advice at scale
Direct digital product fulfilment
Reduce product distribution costs
Holistic approach that breaks down product silos
DIY Consumer Version
Give your customers an easy to use, yet comprehensive, do-it-yourself financial planning tool
Create a new product offering that can stand alone or integrate into your existing architecture
Easily configurable to a hybrid solution
Adviser Version
Give your financial advisors a next-gen financial planning tool
Quicker to develop a comprehensive financial plan than existing tools
Minimal training for financial advisors- cheaper to scale in your organization
Digital plan can be shared with client, allowing interactivity
Hybrid Solution
A single platform for customers and advisers to collaborative
Clients can begin their own financial plans while allowing advisors to work with them interactively
Advisers can see client changes and follow-up with timely advice and anticipate client needs
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A one-of-a-kind hybrid platform
We simplify the task of building a sound and comprehensive financial plan for both advisers and consumers.
