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ProAdvisorSuite

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Show clients where they are in the financial planning process...
I met with an advisor today that is looking for a solution for clients to see where they are in the process / what topics have been covered, like a digital roadmap. Has anyone seen something like this? Also for the purpose of showing clients your work, showing your value...
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New comment Oct '23
0 likes • Oct '23
In general, any kind of project management tool that features Kanban boards would be a way to spin up a client's digital roadmap of their financial planning process. Lots of the cool kids use Trello, Asana, Monday, Jira, Miro, and others. This list can get you started on identifying ones that would work well with clients.
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Bill Winterberg
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@bill-winterberg-8389
CFP® certificant and fintech consultant

Active 225d ago
Joined Sep 29, 2023
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