Clients don’t just need a financial plan; they need advice that adapts as their lives — and needs — change. We help every advisor deliver consistent, personalized guidance that grows with each client and scales with your firm. While your advisors handle the advice that only a human can deliver, we hand them an engine that keeps up with complexity.
A traditional plan can take 10 hours to build, and every client change sends your advisors back to square one. With Strategic Advice Manager® (SAM), plans come together in minutes and surface the strategies worth raising with each client so your advisors spend their time guiding, not modeling.
SAM continuously surfaces best-interest options for every client: mass market to ultra-high-net-worth. It runs on a deterministic engine: every recommendation traces back to logic you can point to. Your advisors can explain the “why” to a client, and your firm can explain it to a regulator. No one has to say “because the AI said so.”
New software only pays off if people use it. A continually updated Knowledge Base, a community, and SAM Guide help your advisors learn on the fly as new client scenarios arise. SAM Insights prompt them with the next topic worth raising — deepening relationships and growing your share of wallet, without a 6-month ramp.
Deepen relationships between meetings, not just during them. Engaged clients are the ones who stay. Digital stories and reports turn a financial strategy into a roadmap clients actually use.
We localize to the tax code of every jurisdiction you operate in and handle the hard cases in-house: corporate, estate, trust and legacy planning. The clients you can least afford to lose are the ones you keep.
Financial institutions
Wealth Management Firms (ICPM)
Insurance Companies
(MGAs and carriers)
Banks
Credit Unions
Broker-Dealers
Group Benefit and Retirement Providers
Pension Providers
Unions
Advisor-led is one of three ways we deliver advice. See how we scale advisor-led advice with Digital and Collaborative solutions.
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