Bullfinch Advisor Insight financial planning solution empowers your firm to deliver products and services through a fully assisted channel that capitalizes on the organizations wealth advisors capability. Leveraging Web 2.0 principles and recent technological advances, the solution brings the best in class of features to service your customers.
The high level Financial Planning Modules are given below:
- Clients Investment Objectives
- Lead Management
- Risk Assesment and Risk Profile Mapping
- Goals and Return Settings
- Current Assets and Liabilities
- Model Asset allocation Proposal
- Financial proposal calculations tools
- Proposed vs Actual Asset allocation
- Constant Portfolio Monitoring
- Various MIS Reports
- Simulators and What if Analysis
- Net worth Analysis & Cash Flow Analysis