We know that every client is unique. With a passion for developing personalized and effective financial strategies, we’ve created the most comprehensive financial and planning software in our industry: My Financial Future. Effective and easy to use by financial advisors, planners, investment managers and their clients, My Financial Future guides clients through every step of the financial planning process. Whether it’s complex, high-net-worth plans or simple plans for beginning investors, My Financial Future provides an efficient, tailored experience for your clients.
As financial advisors, the goal is creating deep client conversations that ensure clients’ financial plans aligns with their values. We’ve built My Financial Future on the guiding principle that everyone deserves a financial plan that’s accessible, personalized, and dependable.
What we do
Building upon our team’s experience in the world of finance, we created My Financial Future to help you guide clients through a custom-tailored financial planning process. We make your life easier by providing a framework that helps you engage with your clients.
How we do it
With an intuitive interface and easy-to-use platform, My Financial Future lets you set up goals, track progress, and develop a customized financial planning strategy for your clients’ needs. With secure storage and an online web portal, My Financial Future helps you deliver the personalized experience your clients expect.
Every client is unique. As financial advisors, clients come to us with different backgrounds, different goals, and different levels of understanding when it comes to their finances. We’ve built My Financial Future to be adaptable and helpful when it comes to managing plans for high-net-worth individuals or beginner investors.
Our idea is simple: provide financial advisors with the tools they need to manage a personalized financial plan to their clients. My Financial Future is easy to use and provides a framework for advisors to get their clients engaged in building a financial planning strategy.