Solution introduction
Inspiring Advisers To Inspire Their Clients
ClientGo shows your clients how every aspect of their financial health comes together. The sense of relief that goes with that? Priceless
Keep your original plan intact while your clients explore their dreams. Clients can even invite their spouses and other family members to play along from the comfort of their own home. They'll explore endless copies of their plans to see if they're able to support caregiving duties for their parents or buy a luxury boat. They can even test their responsibilities and whims against game changers like job losses and windfalls.
