What if there was a way to better connect your products to clients' financial needs and goals? There is, we call it Financial HealthCheck.You want to help clients navigate through life’s financial journey by matching your products to their goals and aspirations.
Accessible anywhere online, clients can self-assess key financial indicators through the app in just 90 seconds. Once they’re done, they’ll instantly receive a report of how they’re doing financially and where they stand against their peers.
Even better, your financial institution receives that same report. With every submission, you’ll learn more about your client’s unique hopes, dreams, and aspirations – everything you need to help guide advisory conversations (without even asking!)