Moved our financial plans from paper to online software.
A DRASTIC improvement. We can update faster. We can measure and quantify with accuracy and in real-time. Plans aren’t stale, sitting in drawers idle for years.
A prospective client can view and test out a plan before they purchase.
An existing client with a plan can run multiple life scenarios in short-order. They can get online access and utilize the plan in the comfort of their home, in addition.
Gone are the days (or they should be) where your financial planner drops a five pound “plan” booklet on your lap and calls the job done. Technology, if used wisely, makes the process ongoing, workable, and satisfying.
