Clients want to understand where they are financially and what they need to do to get them where they want to go. Most clients don’t have a driving desire to know about theories like Monte Carlo simulations or quantitative analysis; they simply want to know if they will have enough money for retirement, enough money to fund college, or how they can get out of debt.
We believe in developing clients for life rather than simply selling them a product; MoneyEdge helps develop that long term relationship in many ways, including:
- Focusing on presenting results that your clients can comprehend; if they don't understand the printouts, they may be less likely to do business with you
- We provide you the ability to capture all aspects of a client’s financial picture including income, expenses, assets, debts and liabilities, retirement planning, education planning, etc.; for many clients this will be the first time they will ever have had a consolidated view of their finances
- We give you the ability, at your discretion, to allow any client secure, on-line access to their personalized MoneyEdge, including their ability to do real time “What Ifs”; when a client becomes personally involved in the planning process they tend to stay your client.
- Reports are incredibly easy to duplicate so you can both save historical snapshots and also provide an updated report for your clients on a regular basis; over time this historical record enhances your value to the client and increases their potential to stay with you year after year.
In summary, we believe the client is the focus and therefore we developed the MoneyEdge with not only you but also your client in mind.