A financial advisory client's trust rests on two things: that your advice truly fits their situation, and that you follow up regularly. The right software documents the first and reminds you of the second.
The client's financial profile
Income, commitments and goals, with the client's risk tolerance documented and dated, so every recommendation is based on an up-to-date profile.
Plan and review
- A financial plan with goals and dates.
- Periodic portfolio reviews recorded with what was decided.
- Engagements and tasks per client.
Time and fees
Record your time per client and invoice from it.
Your data stays with you
Bawabetna's program runs on the office's own computers with the records encrypted with you, separate permissions for advisors, assistants and the accountant, and it works without internet. You can import your data from your previous software and try the program free with no time limit before subscribing.
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