Portfolio design and analytics tools

Helps advisors efficiently prepare compelling, well-documented investment proposals and Investment Policy Statements.

Benefits:

Helps advisors close sales
Helps advisors remain compliant
Helps advisors set appropriate client expectations = client retention

Financial Planning and Insurance Needs Analysis tools

Retirement needs analysis - Presents asset accumulation/de-cumulation or retirement income views and allows a user to efficiently create alternate scenarios using sliders
Education needs analysis - Education needs assessment by considering different variables, including child’s current age, expected number of years in school, expected cost of studies
Insurance needs analysis - Detailed life insurance needs assessment by considering different variables: investor’s current age, expected retirement age, net income, liabilities and existing insurance coverage and the ability to consider assets to be liquidated upon death and liabilities that may already be insured

Benefits:

Helps advisors "justify" their fees
Advisors can uncover growth opportunities through "hidden" or off-book assets, cash flow surpluses and insurance coverage shortfalls

Client Portal

Digital, mobile-friendly platform allowing financial institutions and their advisors to leverage “robo” technologies to deliver a secure online experience as flexible as required, ranging from a fully automated solution to a hybrid portal including advisor interaction.

Benefits:

Automates many of the time-consuming prospecting, data capture, onboarding and servicing tasks usually performed by advisors and support staff.
Provides another convenient channel for investors to interact with their advisor and/or financial institution resulting in higher client satisfaction and client retention.

Comprehensive Reports

A html report offering a comprehensive overview of the users analysis comparison.
A PDF report offering a deep dive into all the different statistics of the users analysis.

Benefits:

Enhanced advisor value proposition in an environment of increasing fee and regulator sensitivity.

End-to-end solution for wealth management

Benefits:

Save time and money with a one-stop robust wealth planning solution, eliminating the need to purchase/access multiple systems.
Advisors can implement a systematic and scalable business model tom increase the value of their practice.

Equisoft Life Accelerated Podcast - Creating Innovation through Simplification with CUNA Mutual