Present financial concepts
clearly and efficiently
your convenience and comfort in planning for
your client’s financial milestones
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Introducing the new and powerful presentation tool to enhance your financial advisory process.
Deeper Insights
Generate comprehensive results at the touch of your finger, simplifying complicated concepts into bite-sized information for clients to interpret
Useful Guidelines
Intuitive in-app guide to assist both you and your clients to understand jargons each step of the way
Present freely
Ease in presenting and drawing both ideas and concepts to clients
System updates
- New design overhaul to make it even more intuitive
New features
- New goals planning calculator
- New housing goal calculator
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Get your hands on the exclusive, one-stop presentation tool, simplifying financial planning for you and your clients!
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