As your clients’ goals change, they need the information and access to their financial advisor to help them make financial decisions along the way. FinLife® CX gives you the tools to fuel conversations, develop personalized road maps, and track action plans.
The Priority Action List (PAL) is assembled by you based on your clients’ priorities and goals.
The GuideCenter® is an online portal that allows clients to engage with you anywhere, anytime. It’s an easy way for clients to view their complete financial life in real time from any device.
Present clients a tangible approach to viewing their priorities, portfolios, and action plan in one place. GuideBook is an integrated, consolidated summary of your clients’ entire financial life.