Call us: 402.235.4500
Available FREE for financial advisors

Free White Paper: The Tailored Fit

How Advisors Can Use Technology to Mass-Customize Financial Planning

Financial plans cannot operate under a one-size-fits-all approach. Financial advice is changing and the new environment creates two paths for advisors: either participate in a race to the bottom, maintaining current service levels while cutting fees, or increase the value delivered and identify ways to track and quantify that value. Much of the industry will be involved in a race to the bottom, but there will be a significant opportunity for those who choose the latter path.

Financial planning software has helped advisors deliver certain pieces of the financial plan in a customized manner, but until just recently has failed to fully integrate the decision-making. See how the latest technology advances are solving these problems and making it possible for financial planners to custom-fit financial plans to the mass-affluent client — and how these advances lead to better results for clients and growth for advisors.

Be prepared to confidently address the topic. Fill out the form on this page and download our white paper now.