Seven-step financial planning process: Step 1
Advisor360°’s Account Aggregation feature—along with our document vault and CRM—will dramatically increase efficiency in understanding your client’s personal and financial goals.
Seven-step financial planning process: Steps 2–4
With Advisor360°’s Financial Planning and Goals tools, you can identify, select, and analyze your short- and long-term goals. You can develop alternative courses of action and advance them with the Model Management feature.
Seven-step financial planning process: Steps 5–6
Streamline and scale your goal recommendation process using Advisor360°’s goals and proposal reports. Be sure to utilize Digital Onboarding for goal implementation and dive further into the Model Management capability.
Seven-step financial planning process: Step 7
Advisor360°’s 1-Click Review® feature will save you hours (per client) on reporting on progress and recommending updates and changes, and their secure messaging will keep client communications confidential.
