Available from Equisoft
A MUST-HAVE, REGULATORY-COMPLIANT TOOL TO GROW YOUR BUSINESS
The Financial Needs Analysis module offers advisors a precise assessment of a client’s current financial situation and future needs, including their financial profile (cash flow and net worth) as well as their retirement, education and life insurance needs.
It is available separately or as part of the WealthElements Advisor Suite, an integrated solution allowing advisors to build compelling wealth management plans for clients. Currently used by thousands of advisors worldwide, WealthElements leverages Equisoft’s more than 20 years of experience developing wealth-related tools.
KEY BENEFITS FOR YOUR BUSINESS
✓ Increase sales
Engage more with clients and uncover new business opportunities.
Enhance the overall value proposition in an environment of increasing fee and regulatory sensitivity.
✓ Improve operational efficiency
Streamline processes with the right balance between comprehensive analysis and ease of use.
Take advantage of multiple integration points to optimize advisor workflows.
Find more time to build stronger client relationships.
✓ Effectively track client progress
Quickly and easily determine whether clients are on track concerning their financial, retirement, education and insurance objectives, and whether they can contribute more towards reaching their goals.
✓ Recommend compliant-ready solutions
Document critical client information in keeping with increasing compliance requirements.