Benefits of Intelligent Decision Tools

Advisor’s and Consumer’s perspective:

  • Simplifies and automates the process of delivering the highest quality holistic advice on virtually any financial planning topic
  • A process which can take hours now takes minutes
  • Perceives advice as a knowledgeable, trusted and professional

Firm’s perspective:

  • Consistent advice delivery process
  • Enhances Reg Best Interest compliance
  • Compliant with company policies, SEC and FINRA regulations
  • Reduces cost of training and supporting advisors and representatives
  • Increases product sales and Assets Under Management
  • Improves retention of clients/consumers, advisors, and assets

Client’s & Consumer’s perspective:

  • Consistent high-quality client/consumer experience
  • Confidence in the advisor’s or personal financial website’s recommendations leads to implementation