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Platform

Platform

Effectively manage your client relationships and enable business growth with a platform of advisor technology that works together, seamlessly.

PROPOSAL GENERATION

Build well-diversified investment portfolios with a proposal generator that guides you through risk assessment, investment selection, and portfolio delivery.

REPORTING

Communicate in a way that your clients can easily understand, and identify the key data needed to make business decisions, with attractive and easy-to-use reporting options.

CLIENT EXPERIENCE

Positive client relationships are key to sustainable advisory growth. Foster more positive relationships with client-facing technology that’s designed to improve and trust in the investment experience.

FINANCIAL PLANNING

Strengthen client relationships & outcomes. Connect financial plans with investment performance data to better understand how your proposed strategies affect your clients’ goals.

A GUIDED APPROACH TO PROPOSAL GENERATION

Easily construct portfolios with a step-by-step proposal process, from adding account information to generating proposal documentation to support your client pitch.

  • Client Risk Assessment
  • Embedded Risk Scoring
  • Simplified Investment Selection
  • Client Onboarding

INTUITIVE REPORTING CAPABILITIES

Generate the data needed to supplement your client meetings or inform smarter business decisions, with a simple report builder that displays results on screen or in PDF.

  • Reporting Made Easy
  • Attractive & Clear Data Reprsentation
  • Better Client Communications
  • More Informed Business Decisions

NEXT-GENERATION CLIENT EXPERIENCE

Give clients access to clear and accessible investment information through a fully branded portal.

  • Investment Accounts
  • Reports
  • Service Resources

ACTIONABLE PLANNING MADE EASY

Gain deeper insight into your clients’ financial picture, with the ability to aggregate client financial data in a single platform and connect it to trackable financial goals.

  • Greater Financial Clarity
  • Workflow-driven Goals
  • Tailored Reports & Recommendations
  • Advanced Client Engagement Tools

Want to learn more about Fulcrum?

Schedule a Demo with our team.

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