Pioneering Financial Planning Digital Experiences for Clients
Become the go-to provider for clients to discover realtime answers and visualize their financial future.
Planning Blocks For All Life Stages
Clients are in control. They can engage in planning topics of their choice, at their own pace.
Breaking Down Planning Barriers for Clients
Deepen client engagement by offering a new way to view their financial landscape in a unified digital experience.
How long will my money last?
A common question advisors are asked when meeting with a client. Get your clients involved in their financial future - validate your advice by letting them discover how insurance or annuity strategies can help them cover the gaps in their plan.
My Plan Builder
Clients can enter their goals, add investment and other assets, and choose a risk score. The client will see their plan’s Probability of Success and use the sliders to test different variables and see their potential impact. Based on their results, you can offer tailored advice and solutions.
Protect Your Family
Visually demonstrate how clients have the ability to cover their essential expenses with protected income and ease their concerns about investment or market fluctuations.
Enable a Path to Financial Freedom
Young investors can benefit from monthly cash flow strategy that shows where to best apply money used towards credit card debt, student loans, building an emergency account, etc.
Advisors with a Yodlee subscription have blocks that feed account data into a MoneyGuide plan, saving you time and reducing data entry.