What does the client get?
A brief of a few pages in plain words, with your firm's name and logo, to print or save as a PDF.
See theirs: Maeve and Ruairí's brief ›
- The answer: the plan as it stands, in a sentence, with its few figures and what the chance of running short means.
- What would help: the changes that make the most difference, each in a sentence.
- The plans you compared in the meeting, and your own notes, typed on the page before printing.
- Their key dates, and a short word on what the figures assume.
No tax workings and no list of inputs: those belong in the file, in the verification pack.
See it working
The demo opens on Maeve and Ruairí's plan, every page of the dashboard, with their brief and pack.
A modelling tool for regulated advisers. It recommends no product; the advice remains yours.