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InvestCloud's Goals Based Financial Planning

Session Speakers
Session Description

Why attend:
InvestCloud's Goals-Based Planning, provides service at an intimate level, deconstructing vague targets such as, “I wish to retire by age 65,” into plans that provide both the client and advisor with greater clarity, purpose and actions that align the client’s assets to future liabilities.

Session details:
Our Goals-Based Financial Planning apps are part of a library of 300+ integrated apps that create custom digital experiences for advisors and their clients. Learn how these apps automate the process of client acquisition and include defining the client’s goals and priorities, developing the client’s financial plan with optimal asset allocation strategies based on their risk profile and time horizon, plan execution, and an ongoing holistic view of the client’s portfolio that includes performance analysis and reporting. InvestCloud’s Goals-Based Financial Planning apps have automated the process of providing highly customizable planning and advice services that differentiate wealth management firms in a cost effective manner.

Seating for this session is at capacity, however standing room is still available.

Additional Information
Showcase Stage Presentation
30m
Session Schedule