You can always press Enter⏎ to continue
Advisor Discovery Website
1
Which Feature Would You Like to Learn About First?
Please click an image to start with either the phone or desktop app
Mobile App
Desktop App
Advisor Profile
Previous
Next
Submit
Press
Enter
2
Mobile App
Meet clients where they're most comfortable. The iOS & Android apps allow clients to get more organized using a Net Worth report. They can quickly build a budget using the Cash Flow Report & Plan their Retirement using a Monte Carlo Score.
Previous
Next
Submit
Press
Enter
3
Mobile App
Quickly show clients how they can Retire by allowing them to change their: -
Retirement Age
-
Retirement Budget
-
Retirement Savings
Use Scenarios to test different outcomes and see how you can make them come true. The client can share their scenario with you if and when they'd like help. You can also create Custom Scenarios to share with them to test on their situation.
Previous
Next
Submit
Press
Enter
4
Mobile App
Say goodbye to your business card. Use
Pocket Plan Registration Links
to onboard clients at different marketing events like Webinars, Videos, Podcasts & Social Media. When clients connect, they'll unlock the financial reports & be able to connect with you to discuss working together. Save time by printing client Net Worth, Budget & Retirement Reports.
Close more business
by staying in touch and allowing clients to engage
Previous
Next
Submit
Press
Enter
5
Advisor Desktop
Give prospects a desktop portal to build a 3 page financial plan. Clients get to unlock a budget, Net Worth Report & Retirement Plan until age 86. You get a snapshot of these reports in return for them accessing these tools by adding their financial data via signing into their accounts.
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
5
See All
Go Back
Submit