Dynamic easy to use questionnaire ensures only relevant questions are posed to clients based on their profile.
Comprehensive Tax and Estate Planning
Build comprehensive and personalized wealth plans that go beyond retirement planning. Plans include a cost/complexity/urgency scale for each recommendation and guidance on the most relevant professionals (e.g., a cross-border tax accountant) to engage moving forward.
Personalized Monitoring & Alerts
Ongoing monitoring tracks implementation of plans, flags clients potentially affected by changes in law and sends reminders based on client-specific milestones.
Focused analysis ensures opportunities to engage with clients are not missed. Advisors receive timely insights on value-added solutions (including insurance and corporate executorship) for their clients.