Are you providing peace of mind for your clientele with every transaction they coordinate through your practice?

We are developing customizable post-sales presentations that amplify the strategies you implement.

Our goal is to provide financial professionals with templates that illustrate the strategy implemented in greater detail. No one has time to read a binder so that we will focus on the figures that matter. As we continue to develop this new solution, we have a newsletter on our progress. Feel free to sign up below as we launch this solution in Q2/Q3 2020.

Adding peace of mind with post sale presentations

Closing a deal is only the starting line for a financial professional. Highlight the benefits of your recommendations with simple to read charts. Add single-page summaries that highlight before and after scenarios, as well as generate follow up presentations ahead of your annual reviews. Print the single page report or go green by skipping the printer and deliver your post-sales summary via email.

Adding peace of mind with post sale presentations

Closing a deal is only the starting line for a financial professional. Highlight the benefits of your recommendations with simple to read charts. Add single-page summaries that highlight before and after scenarios, as well as generate follow up presentations ahead of your annual reviews. Print the single page report or go green by skipping the printer and deliver your post-sales summary via email.

Offering your clientele a personalized dashboard filled with tools and calculators

The needs of your clients may change by the day; therefore, knowing their changing needs in real-time is beneficial. Why should third party apps reap the benefit of managing your clients’ day-to-day financial matters when you can provide an all in one solution? Wouldn’t it be great to be prepared ahead of your client follow-ups? The platform will allow you to review your clients’ interactions providing you with more time to develop value-added strategies before your next meeting.

Join our mail list to gain early access to our beta release

The sales presentation is an add on to the fact finding tool