Know What Matters Most to Your Clients with NEW Custom Financial Priorities

Every advisor knows that, when it comes to your clients, one size does not fit all. Each of your clients prioritizes the unique aspects of their financial lives differently—and often times, your client’s priorities don’t exactly align with his/her spouse’s.

It’s important for the advisor to know what’s most important in their clients’ personal and financial lives, so they can determine how that influences their financial plan.

That’s why we’ve added the ability to create custom Financial Priorities for client and his/her spouse. Now, your clients can create, edit, and arrange their priorities through their Onboarding workflow.

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With custom Financial Priorities, your client and his/her spouse can clearly define what they value most, so you can create a plan that fits their unique needs.

Learn more about our new automated Client Onboarding here.