“Gain an Unfair Advantage in Financial Planning with XPERT FP”
XPERT TECHNOLOGIES is an established player in the financial planning industry, with more than 15 years of experience in providing top-notch technological solutions to financial advisors and planners. We understand the unique challenges financial planners face. We are committed to empowering them with cutting-edge tools and technologies to help them grow their practices and provide the best possible service to their clients.
Our team of experts is dedicated to developing web-based financial planning solutions that simplify complex financial planning processes and automate tedious manual tasks, freeing more time for advisors to build relationships with their clients and develop customized strategies that fit their unique needs. We believe that financial planning should be accessible, streamlined, and stress-free, and our mission is to provide the tools and resources necessary to achieve this goal.
At XPERT TECHNOLOGIES, we are passionate about innovation, excellence, and helping our clients succeed. We take pride in our ability to provide unparalleled support, training, and guidance to financial planners at every stage of their careers, and we are committed to continuing to push the boundaries of what’s possible in financial planning technology. Join us today and let us help you unlock your full potential and achieve your financial planning goals!
XPERT FINANCIAL PLAN – WEB-BASED
XPERT FP is a product used by financial advisors and planners to develop comprehensive financial plans for their clients.
It provides a platform for advisors to gather and analyze data, create and present financial plans, and monitor and adjust the plans as needed to help clients achieve their financial goals.
With XPERT FP, advisors can automate many of the manual processes involved in financial planning, freeing up more time to focus on developing strategies and building relationships with clients.
It can also help ensure that plans are accurate, consistent, and aligned with industry regulations.
We provide you and your client complete control over their finances and objectives. The following main areas are covered by our solution:-
1) Customer Fact Finding entry.
2) Dynamic Customer Net worth and Cash flow Development.
3) “What If” Retirement Plan Simulation.
4) Asset Allocation and Risk Profiler.
5) Children’s Education Need Analysis.
6) Insurance Need Analysis.
7) Financial Health Check.
8) Investment KPI and Asset Analysis
9) Dynamic Financial Plan development and tracking.
10) Support user remarks and monitor key alerts.
11) Online update of new investment – Regular unit trust price /share prices update.
12) Dynamic selection of products and instant change to financial plan to meet the client’s needs.
13) Web-based access by Adviser – to get the latest information to work with clients – access from anywhere anytime.
14) Option for Client access to the system.
15) Can be customized to your need and more…
XPERT FP – Benefits
Streamlined Processes: XPERT FP automates many manual processes involved in financial planning, making the process more efficient and freeing up time for advisors to focus on other aspects of their business.
Increased Accuracy: The software helps ensure that plans are accurate and consistent, reducing the risk of errors and improving the quality of advice provided to clients.
Better Client Experience: The platform allows for easy data collection and analysis, making it easier for advisors to present comprehensive financial plans to their clients.
Improved Compliance: XPERT FP helps ensure that plans are in compliance with industry regulations, reducing the risk of regulatory issues for the firm.
Better Collaboration: The platform allows for easy sharing and collaboration between advisors, making it easier to work together on complex financial plans.
Increased Productivity: By automating manual processes and streamlining workflows, XPERT FP helps advisors to be more productive, allowing them to take on more clients and grow their businesses.
To Access our Financial Planning Portal. Please click here.