Supercharging the delivery of financial advice
Create interactive financial plans, dynamically generate suitability reports and collaborate with your clients every step of the way. Plan integrates seamlessly with your existing tools and processes to take your advice to the next level.
Build interactive financial plans
Set the right goals together with your client
Create beautiful investment proposals in collaboration with your clients. Work together to set goals, target returns, timeframes and risk levels. You’ll find building plans a breeze with our flexible framework and third-party integrations.
Generate suitability reports in seconds
Templates are prepopulated with client data
Reclaim those lost hours spent rekeying client data with Plan’s dynamic suitability reports. Create individually personalised reports with the click of a button using information stored on your clients. With custom templates, you’ll be able to handle even the most complex cases.
Integrate with your existing processes
Plan adapts to your firm
Every firm has their own unique advice proposition, with the software and processes to deliver it. Plan is built to work in harmony with your firm, synching everything so that you, your colleagues and your clients are always on the same page.See planning integrations
Collaborate every step of the way
Secure messaging and document sharing
Interact with your clients when it matters most. Suggest strategies, create what-if scenarios or simply check-in. The client-adviser hub ensures that you can interact with clients in context, allowing the advice to flow naturally.
Goodbye long-form text and jargon
Hello intuitive and engaging visualisations
Create visually striking goals, plans and suitability reports that really tell a story, allowing your advice to shine. Your message and advice recommendations, but in a style that’s intuitive and engaging for your clients. Long-form text just can’t do your advice justice.
The Advicefront team and our community of financial adviser beta testers are working hard to shape the final few features of Plan. If you would like to gain early access and take an active role in this process, leave your email and we’ll get in touch when you’ve reached the top of the list.