It’s time you had something that makes your life a little easier…

Members: It’s not always easy to keep track of everyone who’s involved in a decision – that’s why we created a list of the client-side relationships in just one click.

Goals: There are goals, and then there are Goals – our web-based application gives you the latter.

Clearly articulated, carefully validated goals that actually link to your clients’ vision for the future? You’ll only find it here.

Closed Goals: Goals don’t last – they get accomplished. 

That’s why we make sure you can show your clients a list of Closed Goals; ones that were completed, or ones where the client changed their mind (good for compliance don’t you think?).

Planning Map™: Want to “wow” your clients (and keep the team on track at the same time)?

Our Planning Map™ will show the entire implementation plan, while also letting you show a history of everything you’ve done for your client along the way (they can forget sometimes).

» A dashboard showing new clients, new goals and closed goals

» Easy to edit user profiles so you control how your name will show up

» No limit to the number of clients, and instantly searchable

» Track the dates of important planning events

» One-click address copying for multiple client contacts

» Setup a client only using firstname and lastname for quick creation

» A standardized Engagement Letter that you can easily customize

» Capture the client’s Vision for the future so you can keep them on track

» Enter and keep track of their Values, so you respect what matters most to them

» Drag and drop goals based on their priority to the client

» Create new goals easily and quickly

» Clearly identify the gap to be closed and how you’ll do it

» Show all goals in the Planning Map™ to keep things moving forward

» Track and assess the other advisors working with the client

» Generate dozens of useful reports, ready for the client without editing

» And yes….much, much more