Holistic Financial Advisory Tools

Goals

To gain an understanding of the competitive set for a self-service holistic financial advisory tool directed at the mass affluent segment

Early Findings


  • MoneyGuidePro is noted to be a key planning tool for holistic financial planners.
  • The tool features an easy-to-use platform that allows users to access graphical tools and sliders to adjust settings and has a high level of ease of usability, so would be ideal for self-service users.
  • FIS WealthStation is another client centric holistic financial tool, which offers integrated tools and full user support.
  • eMoney Advisor is another holistic financial planning application that allows clients to preform analyses and projections around cash flow and financial goals.
  • The tool features a scrolling data feed with features interactive alerts, tasks, and financial news in order to make tracking updates easy for clients.
  • The tool also has three main planning portals, the goal planner, the decision center, and a distribution center for estate planning.
  • Naviplan is another holistic financial planning app, that specifically features the ability to instantly create graphs based around financial status for clients.
  • Naviplan's interface is noted to be exceptionally efficient, with a main dashboard that provides summaries of key data points and assets.



Proposed next steps:

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Identify 10 digital holistic financial advisory solutions aimed at the mass affluent segment and their advisors. For each, we will provide their name, location, proof that they indeed offer these solutions to mass affluent customers, screenshots/a description of how clients are on-boarded, and advice given
Identify 5 digital holistic financial advisory solutions aimed at the mass affluent segment and their advisors. For each, we will provide their name, location, proof that they indeed offer these solutions to mass affluent customers, screenshots/a description of how clients are on-boarded, and advice given