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