One rapidly growing RIA asked for our support in adding in-depth tax planning, behavioral finance, estate planning, retirement/Social Security planning and stock options management to its core planning tool.
How We Solved It
We built the business case for adding specialty services and identified specific technology needs. We then selected several tools to integrate with the core planning system and support the expanded offerings.
With the new specialty planning tools, the firm differentiated their service and expanded client relationships using an integrated, flexible and expandable technology platform. The new offerings did not add significant new manual processes.
Add speciality tools to your financial planning platform. Contact us to design your digital client journey.