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Research Outline

Prepared for Stine J. | Delivered October 30, 2019

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.