As an independent financial planner, you need reliable tools that can help you manage your business more efficiently while providing exceptional service to your clients. Fortunately, the digital age has brought many useful solutions to the table which can help you achieve these objectives. In this article, we will share our pick of the top 5 tools for independent financial planners. From managing client data to creating financial plans, we’ve got you covered.
This CRM solution is designed specifically for financial advisors, making it an excellent fit for independent financial planners. Wealthbox provides a convenient platform for managing contacts, tracking activities, and tracking client communication. It also comes with a mobile app, which allows you to easily access your clients’ information and manage your tasks from anywhere.
eMoney is a comprehensive financial planning tool that allows independent financial planners to create detailed financial plans for their clients. You can use the platform to track investment accounts, goals, and plan progress, as well as monitor your clients’ spending and cash flow. eMoney can help independent financial planners to streamline the financial planning process and provide accurate, reliable advice to their clients.
To help you manage your social media presence, Hootsuite is a must-have tool for independent financial planners. With Hootsuite, you can schedule social media posts, monitor customer engagement, and manage multiple social media accounts from a single dashboard. This saves you valuable time and ensures that you have an active social media presence without sacrificing your productivity.
RightCapital is another financial planning tool that is specifically designed for independent financial planners. The platform includes a full set of financial planning features, including retirement planning, tax planning, and investment management. What sets RightCapital apart from other financial planning tools is its visual representation of data. This makes it easy for independent financial planners to communicate complex financial concepts to their clients in a clear and concise manner.
DocuSign allows independent financial planners to streamline the document signing process. Rather than waiting for signatures to arrive in the mail, you can now send documents directly to clients and receive electronic signatures. This is a major time-saver that can help you stay on top of your workload and provide quick, efficient service to your clients.
In conclusion, independent financial planners have access to a wide range of digital tools that can make their business more efficient, effective, and profitable. By using the tools discussed in this article, you can manage and grow your business quickly and easily, while providing exceptional service to your clients. Whether you need help with financial planning, customer relationship management, social media management, or document management, there is a tool that can help you achieve your goals.