Engage your clients in real -time
Pricing that scales with you!
Wizard Fact Find
$2/client
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
my.solutions - Accelerator
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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