18 November 2020Boost the Added Value of Advice with Goal Monitoring
Recent turbulence on the financial markets and the current uncertainty around the global economy highlight the necessity for frequently updated plans and goal-based strategies. Common market practice to provide a static plan to help clients reach their financial objectives, based on past performance only, is outdated. The technology to help advisors improve the investment decision making of their clients in a cost-effective and efficient way is available, so why wait?
23 July 2020Boost the added value of advice with goal monitoring
Our back test and forward-looking analysis find that this methodology leads to better results than current market practice, making use of a static strategy. With goal monitoring, advisors have the tools that proactively help to add value to their clients. This will not only increase client engagement and retention, but also run their business efficiently.
01 July 2020Innovation in Goal Based Planning
We have seen that business can rapidly change due to unforeseen circumstances. Our solution gives clients and advisors access to goal based planning through realistic portfolio projections. With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap.
15 April 2020Enable Goal-Based planning and monitoring for all of your clients
With goal based planning and monitoring, advisors can have a real-time overview of their client’s goals and whether these are on- or off track.
08 April 2020A health check for financial goals
With goal monitoring, advisors can have a real-time overview of whether their clients are on- or off track.
18 March 2020What to do with infected financial plans?
The last couple of weeks have been extremely impactful as a result of the COVID-19 outbreak in all aspects. Most financial plans are suffering from an indirect infection by the virus as well. Should we stick to the plan?