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Know Where Your Clients Stand

Financial Control Scorecard® helps answer, “Where does my client stand financially today?” Answering this question provides valuable insight into whether current client savings and investments align with their spending and goals.

  • See how your financial clients are tracking towards meeting their financial goals.
  • Provide a funding score, so clients know where they stand at all times.

Prioritize Your Clients’ Financial Objectives

Help your clients establish and prioritize their objectives with the trade-offs they need to make along the way.

  • Identify and prioritize client goals.
  • Translate Monte Carlo simulation from financial-planning software to your client’s portal.
  • Track and present your clients’ net worth in one easy view.
  • View managed and outside accounts through integrations with portfolio accounting software.
Financial Planning Tools & Resources

Track and Measure Your Clients’ Financial Goals

The Goals are assembled by you based on your clients’ priorities and goals.

  • Provide a simple way for clients to track progress towards their goals.
  • Measure progress and outstanding action items for you and your clients.

An Investment Portfolio Built Around Your Clients' Life

Create a personalized, adaptable investment portfolio that is aligned with your clients' target-risk profile and their current preferences. Then, work with them to adapt their portfolio as their life and preferences change.

  • Build investment portfolio recommendations customized to their goal-driven investing priorities and goals.
  • See an aggregated view of investments and portfolio allocations.
Learn More

Be Available To Your Clients On Their Terms

The GuideCenter® is an online portal that allows clients to engage with you anywhere, anytime. It’s an easy way for clients to view their complete financial life in real time from any device.

  • Clients access all of their financial accounts in one place.
  • Clients receive video communications from you using the FinLife VideoMessenger tool.
  • Clients can safely store and access sensitive documents using the Vault.
GSPFM Guide Center2

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