Discover freed up client cash flow
for your financial planning products
Discover in real-time when they liberate cash flow to invest in your products. Never miss an opportunity to help clients purposefully allocate money towards their financial planning goals with you.
and offer better service
with an increased digital edge
Full client financial picture at the press of a button.
Easily onboard new clients and pulse check current clients. Reduce manual data entry and request amazing holistic financial summary reports in an instant.
