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
