Financials - The Client Activity

Your clients will engage in a personalised digital experience that captures a holistic and dynamic view of their financial picture.

This tool builds a detailed financial profile, covering assets, liabilities, income, expenses, and financial goals.

The process generates real-time outputs such as net wealth, cash flow, and household P&L. The experience also detects potential data inconsistencies that may require advisor follow-up.

Your client will complete their assets and liabilities:

And then their income statement:

Once complete, your client will receive a high level summary and the option to add notes which will be recorded in the financial report, for you to discuss with them the next time you meet.

Note: If one individual within a household completes a financial statement, it will transfer over to the others account. The other individual can make any changes if necessary.