Quickly update goals progress and modelling for efficient preparation of review documents.
Clients are tasked to update their information on the secure client portal in anticipation of the review meeting.
The review meeting document can be prepared quickly and includes changes to the client’s personal and financial information and any updates or changes to their goals and any other concerns they may have.
The previous year’s cashflow calculator can then be updated to show the client how they are tracking with their financial plan and their goals. If major changes are identified, the paraplanner can update the modelling for an SOA, or if there no/small changes then an ROA.