Mobile Suite gives clients access to a simplified financial planning tool from any mobile device, anywhere in the world. Customise the mobile experience to support your specific goals as wealth manager, from lead generation and conversion to client education or retention. Different use cases to attract clients and prospects can be implemented, such as:

• Calculate pension gap
• Simulate longevity and its impact
• Define specific financial goals and check achievability
• Plan and enrol in savings plans
  …all from the client’s mobile device of choice.