Complete Financial Planning and Client Engagement Platform

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1 Complete Financial Planning and Client Engagement Platform

2 OVERVIEW: Historically, financial planning process and any financial planning software has been more of a single use type of tools. Advisors who establish a relationship with a client could offer to create a financial plan at some point of the relationship. Fewer firms would integrate the financial plan as part of the annual review process with their clients, in case they actually had that process in place. The client retention strategy of many advisory firms was to acquire the client s assets and from that point on have the least amount of communication with the client hoping that they would put their investments in the set it and forget it mode. Where it might have worked for many advisors in the past, but due to the major downturn and remaining high volatility in the market coupled with introduction of social media and a more direct marketing and advertising approach by the vast majority of the institutions, clients are much more informed and anxious about their finances. This requires a new approach to be taken in the client acquisition as well as the client retention process. Financial Planning can no longer be a single tool in advisor toolbox, but rather an integrated platform that helps advisors address the client s demands of professional asset management and financial guidance. THE PROCESS: In addition to providing the planning software, Finance Logix can assist your firm in the development of an effective repeatable process within branches as well as collaborate with the marketing department to develop a winning marketing strategy and a rollout plan for the new advicecentric approach to client services. Several modules within Finance Logix platform were developed to facilitate the client engagement and communication process as well as client retention, increase in AUM and generate of new referrals. Gallup research shows that total revenue of an advisory firm increases by 23% when advisors provide client centric advice. ENGAGE EDUCATE COMMUNICATE Finance Logix Philosophy Leveraging financial planning and innovative technology in the client Engagement process, Educating clients about their financial situation and visually demonstrating how various factors can affect their financial future as well as building an effective bridge of Communication between the client and advisor is the key to a successful financial service. ENGAGE: Engaging clients with the help of innovative web and mobile prospecting tools that uses basic financial planning concepts to start a conversation with a client is an effective way start a relationship with the client. Advisors can establish successful client relationships by offering an end-to-end experience to prospective clients making transition from prospect to client a smooth and seamless experience. Advisors can leveraging the popular Retire Logix app that has been featured in Money Magazine as one of the best money moves of 2011, voted number one app on Horsesmouth.com, also voted best app for baby boomers by The Street Magazine and other publications. This approach allows advisors implementing cutting edge technology and stand out from the competition by offering their prospects more than just a business card.

3 EDUCATE: Advisors can help more clients by educating them about their financial future. Utilizing the Finance Logix slider based dynamic plan, you are able to walkthrough on the fly what if scenarios, educating clients about their financial plan. Visually present the financial plan to the client while still having the ability to print custom reports. Our comprehensive financial planning platform will enable advisor to create full financial plans using either goal based or cash flow mode. Service the clients with full financial plans including education, insurance and estate planning. Utilize Morningstar embedded data to educate clients on their current positions and portfolio allocation. Include analytics and stats sheets on various investments. Give clients a full end to end financial planning experience.

4 COMMUNICATE: Advisors can offer their clients the freedom to constantly monitor their financial health through mobile and web access to the client portal. Allow them to log in and view their dashboard of their accounts, balances, and insurance policies and oversee their progression on their financial plan. Share files utilizing a secure military grade, 256-bit encrypted vault, eliminating the need for encryption tools. This will help increase retention and referrals by providing clients with cutting edge tools and 24/7 access to their financial plan. Achieve a scale of personalization by leveraging Finance Logix book management tools and timely reacting to changes in clients financial situations. PUTTING IT ALL TOGETHER: The diagram below illustrated the usage of various Finance Logix tools in the complete client-advisor relationship starting from ads in the magazines to becoming a client and expanding advisor relationship: Marketing/ Advertising Engage Prospecting Retire Logix Client Portal Educate Goal or Cash Flow based Financial Plan Finance Logix Advisor Portal Communicate Client Communication, Reporting & Plan Updates Finance Logix Client & Advisor Portal Retire Logix Dashboard Engage your clients through marketing and advertising messages that promote the value of the web-based Client Portal and interactive Mobile tools. Educate your clients about financial planning process and easily answer their questions during the client meeting using interactive charts and sliders in the Finance Logix Advisor Portal. Effectively Communicate with your clients leveraging Book Management tools of the Advisor Portal, two-way Mobile communication tools and feature-rich Client Portal.

5 CLIENT PORTAL CLIENT INTERVIEW The Client Interview is an extensive questionnaire used to collect and gather financial data used in preparing financial plans and reports. The fivestep structure of the Client Interview simplifies the data collection process and guides users through a sequence of sections to avoid missing information. The client-centric questionnaire is built for ease of use and formatted for sufficiently gathering relevant data to aid advisors in servicing clients. Both clients and advisors have access to the same interface so even if a client has difficulty understanding the questionnaire, their advisors can easily assist the client in completing the Client Interview. The Client Interview is a powerful tool that bridges the gap between client and advisor so even before first in-person meeting with clients, an advisor will already have a clear understanding of the client s financial situation. The Client Interview is an extensive questionnaire, but when paired with the data integration capabilities of Finance Logix, the client interview allows financial advisors and clients to exceptionally capture a comprehensive and complete overview of a client s financial situation. DATA AGGREGATION Finance Logix provides Account Data Aggregation, a service available in Finance Logix Client and Advisor portals through which client s financial data is collected from various institutions and consolidated within our software for planning purposes. VALUE TO CLIENT: With this service the advisors are able to offer greater value to their clients by allowing them automatically download their account information from various financial institutions and providing a single place where clients can view and monitor their complete financial situation. Account data is updated daily using a high security 256-bit encryption interface that adheres to the BITS Guidelines and the highest standards of security. VALUE TO ADVISORS: Account Data Aggregation allows advisors gain access to clients complete financial picture and deliver a more comprehensive financial advice. It is also a very efficient tool to expand the relationship and increase advisor s AUM. INTERACTIVE PLAN/LIVE RESULTS The Interactive Plan is an immersive and interactive module where clients can view their overall financial projections for retirement, education, and more. The active capabilities of the Interactive Plan allow users to adjust sliders corresponding to different financial assumptions to instantly examine the results on their financial plans and future projections. By adjusting to different what-if scenarios, financial projections will be instantly displayed on a graphical and intuitive interface. Furthermore, advisors can

6 be rest assured that the client s changes to the assumptions will not affect any of the information prepared in the client s financial report. In this sense, clients are given full freedom in viewing multiple scenarios without altering the financial preparations made by an advisor. The Interactive Plan is a valuable component of the client portal in educating clients on the effects of different factors on their investments and financial progress. CLIENT COMUNICATION TOOLS (CALENDAR AND ALERTS) Remembering the entire schedule and making a new appointment takes a lot of effort. Advisors generally use CRM tools to keep track of the appointments and tasks. Finance Logix platform provides tools for the Client to keep track of all the appointments and tasks related to their finances and their relationship with Advisors. Calendar available in the Client Portal can be synchronized with the Client s outlook such that even if the client does not log into the Client portal, they will be notified about an appointment next time they check their in Outlook. Advisors could also set alerts for any changes in the document vault made by any clients such that the client is notified via when a financial report is ready for their review in the secure portal. Advisors can be alerted when the client uploads their bank statement or other document needed for their next meeting. Additional alert capabilities can be incorporated into the Client Portal and the Client and Advisor Mobile app. ADVISOR PORTAL OPPORTUNITY FINDER Opportunity Finder is a great tool to use to monitor your client's financial situation. When using various data integrations supported by Finance Logix or the data aggregation plug-in, your client's financial plan is automatically recalculated when account balance information is updated in the system. This may resolve in client going from say a surplus in retirement to a shortfall. The Opportunity Finder will show the shortfall status of the client as well as the projected amount of the shortfall at retirement. Advisor may use this indicator to review the client's financial plan, make appropriate adjustment and contact the client to communicate the necessary steps to resolve the shortfall. Another example of a helpful use of the Opportunity Finder could be checking the shortfall status of a client for education plan that they might have. Of course more importantly, advisor will be able to check on client's life or disability insurance. This could alert advisor to have a conversation with the client about reviewing possible protection plans in case of death or disability.

7 CLIENT PROFILER The Client Profiler tool allows advisors to be more efficient in managing their client relationship. It provides a quick searchable view where advisor could focus on clients with specific levels of Net Worth. Leveraging data aggregation and integration with the bank s back-office systems, advisors now can look for opportunity to increase their AUM using the Asset Managed search. For example, they could search for all clients that they manage less than 5% of assets. If advisor learns about significant changes in value of specific securities advisors can quickly find clients that hold these securities across Managed and Outside-held assets, evaluate the exposure of the client s portfolio and quickly make appropriate adjustment and/or offer timely advice on outside asset held outside the bank. This information can also be integrated with the CRM system that the Bank is using. SECURE DOCUMENT VAULT Introduction of a secure document vault provides an effective and secure mechanism to exchange documents between advisor and clients. Implementation of a secure and compliant document exchange interface into the client/advisor communication significantly limits the possibility of loss or disclosure of the personally identifiable data. RISK TOLERANCE / FINAMETRICA We created a built-in interface inside the Finance Logix platform into the FinaMetrica risk tolerance software. FinaMetrica comprehensive risk tolerance questionnaire is a due diligence tool that takes a scientific approach in assessing and documenting client risk tolerance. "FinaMetrica's focus is psychological factors relevant to financial decision-making in terms that are meaningful to individuals and their advisors."--finametrica.com MORNINGSTAR DATA Financial advisors and other investment professionals turn to Morningstar for data that help them research, analyze, present, and support their investment ideas. Finance Logix integrates Morningstar data directly into financial planning and asset allocation modules giving advisors ability to analyze individual holding, various individual accounts as well as an overall household allocation for the client. Holdings entered into the system are automatically classified according to Morningstar security classification. SECURITY CLASSIFIER The integration with the Morningstar data provides ability to automatically classify a specific security entered into the Finance Logix manually or imported using a Data Aggregation or a data integration feed. By entering a ticker symbol, the Security Classifier will automatically assign the appropriate Asset

8 Allocation, Category and a Sub-Category of the specific holding. User can also enter the name of the stock or a fund company and Finance Logix will provide the list of securities available in the Morningstar database that either provided by or match that company name. FINANCE LOGIX FRAMEWORK In the current environment when financial institutions are considering making an investment in their future technology infrastructure it is essential to choose the right platform that can be easily integrated in the current and especially future enterprise infrastructure, would be easy to deploy, maintain and allow for instant update. A clear leader in the past several years has been web based and software as service. Finance Logix Framework has been built on a highly customizable web-based enterprise platform. The diagram below outlines all the components of the Finance Logix framework and how they interact with each other. The data aggregation and data integration framework that currently connects to 35 different integration partners provides a reliable technology partner that can efficiently and cost effectively adjust to always evolving business requirements.

9 RETIREMENT INCOME OPTIMIZER Most recently we created a new financial planning tool focused specifically on Retirement Income. This tool has a very simple user interface and is available on the web as well as on ipads/tables. The approach we took with Retirement Income Optimizer was to create a sophisticated rule-based engine that will incorporate some of the decision making logic of experienced advisor when it comes to recommendation of various solutions for the client s retirement income. RIO tool is constructed on a very flexible platform that allows enterprise to configure recommendations based on multiple custom levers either fixed or calculated. In the article Targeting Wage Earners the Financial Planning magazine wrote Retirement Income Optimizer combines a simple and intuitive user interface with a set of algorithms to provide retirement income solutions. From an enterprise standpoint, this design is appealing because each company that purchases the software can enter its own assumptions and algorithms to come up with solutions it believes to be appropriate. You may read the full article here:

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