Integrated Client Advisory Process
As our financial lives become more complex, investors need enhanced consulting and comprehensive planning, which results in more engaged relationships.
Anticipating this change years ago, we built a unique solution that has made a real difference for the Advisors with whom we work and their clients.
Our Design | Build | Protect process offers a complete system of tools, technology, practice management and best practices to help you deliver more value to your clients and address what they need for every phase of life.
Our Design | Build | Protect Client Advisory Process
And we help you implement with practical, hands-on guidance so you can consistently deliver a better wealth experience for your own clients:
Design and clarify your clients’ life and financial goals with our 360 Discovery program — then create a tailored financial plan with an optimized version of MoneyGuide Pro.
Build an investment portfolio using academic research and financial science that aim to give clients the highest probability of achieving their goals with the least amount of risk.
Protect clients’ goals with education and insight to help clients stay focused on the long term and on track towards achieving their dreams.
Everything is seamlessly integrated across all client life phases. And we have work stream integration with Redtail CRM, making implementation significantly easier. In addition, our flexible framework adapts to a wide variety of different practices, service models, client types and team structures.
Finally, so that more clients can benefit from your advice, we’ve designed a special Feedforward system to help you assess your client relationships, cross-educate clients and ultimately earn more referrals.