The MoneyWizard™ does a 5 minute financial diagnostic. Your clients will know exactly what areas need to be reviewed and addressed. MoneyWizard™ does this by showing them personalized review points, or financial talking points, that will lead to several different ways to improve their finances.
Fast and reliable, all data is backed-up in the cloud and we have a 100% up-time.
Our Helpdesk is ready and trained for any scenario that you may encounter.
Usiing the MoneyWizard™, your clients will have the best possible experience.
Here are some of the best features...
As the investment Advisor, you have a Dashboard with preferences to adjust your clients' journey.
Applying the latest in security technology, all data is secure in the cloud.
Stuck in the process? You will have a direct line with the developers.
The MoneyWizard™ has built-in reminders and triggers the will help you with referrals.
The built-in DashBoard will make it easy to manage your files and appointments.
Never forget an appointment or follow-up. The MoneyWizard™ will take care of all the reminders.
Take a look at what some of our Agents are saying about The MoneyWizard™. These are just a few excerpts...
Best investment I ever made! My clients LOVE The MoneyWizard™ and how it helped them find the right items to focus on.
You know what makes me happy? When I can really help my clients. Thank you for making it so easy for me!
I have subscribed to lots of different sofware packages during my 25 years in the business. This is the first time I felt the investment had an immediate ROI.
I was a little trepidatious starting off, but now I ask myself why I even felt like that. From the onboarding to the trainings. This team has it TOGETHER!
I am a stickler for systems and duplication. I don't know if I have been more satisfied with a system. This one helps me look good with my clients.
My conversion rates have NEVER been this high! 15 years in, I thought I pretty much had figured this business out. NOPE! This is a totally new dimension.
What I love most is that the MoneyWizard™ is multilingual, and my clients can choose the language they want to engage in. That alone saves me so much time!
What they don't tell you, is that they have such great weekly trainings. On top of that their online forum where you can ask questions? THANK YOU! I have learned so much in the past year.
The MoneyWizard™ matches my professionalism. I am such a stickler with details, and I was genuinly surprised with the level of detali that went into the making of The MoneyWizard™.
We have a monthly Newletter with the Latest Updates, Training Schedules and Case Studies.
We don’t share your personal information with anyone or company.
Want more information or to schedule a demo? Please fill in the form below and we will be in touch within 24 hours.