Solution introduction
OnTrack Digital Planner is the cost effective digital platform that places your brand and strategy at the forefront of an integrated, compliant, and self-directed client journey - educate, engage and offer advice at scale
OnTrack Digital Planner's client profiling combines goals, financials, and risk attitudes with a stochastic modelling engine that matches capabilities for plan generation. Manage client data, personalise marketing, automate reporting, and control your compliance, designed for seamless integration
OnTrack Digital Planner supports users in a number of ways:
- Efficiency - online data collection and fact-find engages the client, saving on cost and time.
- Reach - automated, interactive and self-directed engagement tailored for client sub-groups.
- Control - consistent application of modelling with full control over assumptions.
- Audit and compliance - automated record keeping simplifies oversight process.
- Growth potential - efficiency and cost gains may be a growth enabler without significant additional infrastructure spending.
OnTrack Digital Planner is a modular, digital platform that enables personalised one to one client engagement, delivered at scale. The digital platform is a fully customisable planning tool that your clients can easily access on any device, any time, anywhere.
OnTrack Digital Planner empowers your clients with your knowledge base and enables self-directed client profiling that combines client’s goals, motivators, financials and attitudes to risk. The application of motivators and attitudes toward risk is derived from academic research and is presented in plain language.
OnTrack Digital Planner’s calculation engine uses client profiles to stochastically simulate future outcomes. You control modelling assumptions, match outcomes to your product capabilities and generate automated plans for your clients.
View and manage client data. Personalise your marketing plan based on client type. Automate client reporting. You control the compliance process. OnTrack is built to integrate into your infrastructure.
