Beta release –

Online KYC Tool

Digitize your sale process by offering
your clients a digital questionnaire.
(Mobile version will be available soon)

Try our Online KYC tool for 30 days free! (No credit card required)

The beta release of the fact finding solution is available for public review. The fact finder is a digitized version of the needs analysis that is traditional provided by hard copy documentation.

Client care is established by giving real-time feedback throughout the needs analysis process. Instead of waiting for the next meeting with the rep, prospects can get a quick assessment of their financial position.

Test drive any of the KYC questionnaires that you can add to your sales process

KYC Questionnaire
With long-term investment calculations

 

Cashflow toolbox
Building budgets without paper cuts
Income tax calculator
Adding multiple sources of income

 

Debt Management
Attainable debt relief without breaking the bank
Estate Planning
Reviewing insurance coverage

 

Full financial review
Review of your entire financial plan