Strengthen Client Relationships Through Financial Planning

 

Gain deeper insight into client AND prospect finances with the ability to aggregate outside client accounts, such as bank accounts and mortgages, into a single platform and connect it to trackable financial goals.

FINANCIAL PLANNING

Make your clients’ aspirations a reality by connecting their financial goals with investment strategies to create actionable plans that help secure their future.

Work Driven-1

WORKFLOW-DRIVEN GOALS

Help clients work toward long-term and short-term financial goals—retirement savings, debt management, education, and more—with easy goal setup and tracking.

Data Driven

DATA-DRIVEN FINANCIAL DECISIONS

Leverage client data and develop dynamic asset allocations that can be compared to their existing allocation and used to forecast the future with Monte Carlo simulations.

Tailored Reports

TAILORED REPORTS & RECOMMENDATIONS

Guide clients through their financial plan with clear reporting that depicts their current and projected financial well-being and actionable to-dos that help them progress toward each goal.

Advanced Client Engagement Tools

ADVANCED CLIENT ENGAGEMENT TOOLS

Empower clients to become more knowledgeable and organized around their finances with a next-generation portal that includes everything the advisor sees—plus access to a document vault for seamless record keeping.

Want to learn more about Fulcrum?

Schedule a Demo call with our team.
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