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Financial Planning- Other Software [4]
Balance From B website: Balance helps you better attract, retain, service and engage
with clients. We help you manage more clients, stay in touch easier, increase efficiency, cut costs & increase
client loyalty. Fusion Advisor Asset Portal The Asset Portal provides branding capabilities, document management, and the ability to manage offline and held-away or hard-to-track assets. Primary client data will come from your existing portfolio management system or by direct custodial connections. Your clients will be able to have a live consolidated view of their assets between portfolio review sessions, and allow them to view their assets via your custom branded portal. Client Vault The Client Vault is our highly secure digital document storage facility. It is included in the Wealth Portal and Asset Portal, but you can choose to offer the Vault to your clients as a stand-alone service. The Client Vault is meant for communication with certain clients that may not warrant live account views or for third- party professionals that are sharing sensitive client information with you. You can exchange confidential documents with your clients in a completely secure, professional and easy manner. With just a few clicks, you can transmit files of any size and make them available for download by your clients. Easily publish advisor documents and reports including bulk-upload for performance reports to the Client Vault. Assist your client in organizing all their personal financial documents in our documents section for easy and secure access when they need it. Wealth Portal 360° The Wealth Portal 360° is the wealth management solution that addresses the broadest range of account aggregation and management needs, while helping to build a stronger brand for your business. Wealth Portal provides all the power and flexibility of enterprise-scale account aggregation solutions, in an affordable, easy-to-use, custom-branded package designed specifically for today’s independent financial advisor.
Money Organizer Pro will attract a wider range of prospective clients who aren’t looking to be sold a product, but are looking to get organized with their money and as a bi‐product will purchase products, that are properly presented, as a solution to appropriate wealth building. The 5‐step wealth building plan is included in the more than 40 page report. This 5‐Step plan gives a fundamental approach to sustainable wealth management. Productivity Money Organizer Pro will improve your efficiency while increasing your revenue. By automating the data gathering process you are now able to collect the information needed to make recommendations which include a client’s true affordability. This in turn makes the first meeting more valuable and allows you to present your primary products in a way that displays the clients true need aligned with their true affordability which reduces their objections, clears confusion and soothes fear. Revenue Opportunity Clients are willing to pay a fee for this security and understanding of their financial
future. With the pressure reduced, clients are eager to meet with a prospective advisor and are in better shape to
commit and sustain recommendations you make.
Online client document storage, coordination, client service and referral software. |
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