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Empowering Canadians to take charge of their financial health
Key Features
3 Easy Steps
1. Personal Data
2. Financial Assessment and Education
3. Client Choices and Detailed Action Plan
Quick and Simple Inputs
With smart intuitive user selections and few key data required, it's quick to input.
Get a Financial Assessment
Holistic assessment of how well a client is managing their financial affairs in the areas of Cash Management, Debt Management, Savings & Investing and Estate and Insurance.
Best use of Idle Funds
Key Metrics and Education
Industry and "like me" comparisons to key ratios (e.g. Savings Rate), key learnings (e.g. Ways to increase cash flow) and decision tools (e.g. Risk Profiler and Do-It-Yourself vs. Hands-Off investor).
Best Use of Idle Funds
Recommendations on where to direct available funds and cash flow not allocated to existing goals with the ability to choose alternatives based on a client's preferences. Promotes a "do something is better than nothing" approach.
Detailed Action List
Provides all the required information for a client to complete account opening and product selection (e.g. beneficiaries, risk profile, amount, account type, product)
System Integration and Configurable Solution
Integrate with many internal systems such as:
* Single sign-on
* Product systems/Open banking
* Customer Relationship Management (CRM)
* Origination/Product fulfillment systems
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Configurable to each firm:
* Logo and brand colours
* Select wording/recommendations
* Product offerings
* Risk profiler
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Data Collection:
* Analytics & reporting
User Testimonials
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