We’ve been working on a beautiful new Client Objectives Statement, which will help you to record and prioritise your clients’ goals and dreams. A brilliant aid for financial planning, it allows you to prioritise objectives and track their progress in terms of time and money. It’ll show you what they’ve already achieved, and whether each objective is on track or not. There’s even an interactive timeline to help visualise when everything should be achieved by.
We are always looking for ways to make your life as a financial planner easier so you can spend more time looking after clients and helping them achieve their goals.
To find out more about our leading Cashflow Modelling software, check out our features page.