MoneyEdge offers multiple ways to add client information:
Client Onboarding - Invite them to complete Client Onboarding and get started on their plan.
Manual Entry - Enter client details yourself behind the scenes.
Express Onboarding - When you need a simple plan in a hurry, try Express Onboarding.
Data Aggregation - Allow clients to link online accounts with Data Aggregation.
Start with the basics...
MoneyEdge gives you the tools you are used to in your financial planning software:
Current Position - See how your client is doing financial at a glance.
What-if scenarios - Make simple adjustment to see how they would affect the plan.
Income Projection - See how much your client expects to earn.
Retirement - Compare retirement goals with current situation.
Emergency Fund - Figure out if your client has enough saved up to handle an emergency.
Education - Evaluate progress toward college savings goals.
...and keep going!
MoneyEdge goes beyond the basics to give you and your client additional tools, including:
Debt Elimination - Rather than assume your clients are ready to invest, MoneyEdge gives you a way to help them get out of debt.
The DIME Formula - Shows your client how much life insurance may be needed.
Income vs. Expenses - Analyze the how your clients make and spend money.
Simple Calculators - Focus on just one piece of your clients finances.
Action Plans - Assign next steps to your client or yourself.
Concise Reports - Pull the plan together into report form for your client.
Share the Plan Your Way
With MoneyEdge, you can give your clients a financial plan in a format that makes sense to both you and them:
Client Access - Give clients access to MoneyEdge for ongoing access to their financial plan.
Prepare Reports - Choose some or all sections to include in a prepared report.
Print Reports - MoneyEdge reports are concise enough to print for clients who want paper, but you can also save them to PDF.
Secure Vault - Drop the saved reports or full plan into the secure vault.
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