What it can do for your business
Save time and reach new clients
The app provides advanced analytical insights to help reduce the time advisors spend on information gathering for existing clients. Advisors can now spend more time reaching new prospects.
Be fully prepared to talk with clients
Trusted Advice equips wealth advisors with mobile tools to better serve clients. These tools can manage the agenda, make notes and review previous meeting output.
Tailor plans from the field
When clients want to revise their investment strategy, advisers can easily input changes and use scenarios to project the outcome in real time.
Learn from experience
Wealth advisors using Trusted Advice can access market history trends and happenings to confidently suggest investment recommendations to their clients.
Five good reasons to rely on Trusted Advice
- Customize a client’s financial portfolio in real time
- Get a comparative analysis for next best recommendations
- Increase the security of transactions
- Use real-time financial modeling
- The app is backed by a great service plan