See The Big Picture
It is necessary for clients to understand the totality of their finances–to see how all the many moving parts work together (or, sometimes, how they don’t).
The Living Balance Sheet® shows your clients the big picture–an easy-to-understand view of his or her entire financial situation.
Each client has a personal, password-protected, encrypted website, accessible 24/7 from anywhere in the world. Multiple views present a graphically intense picture at whatever level of detail you need.
The Living Balance Sheet® is:
comprehensive. . . It shows all the moving pieces, business and personal data, cash flow and protection as well as assets and liabilities.
up-to-date. . . It aggregates financial accounts daily from more than 6,000 financial institutions to show real-time assets and liabilities. It notifies you of critical dates and emerging trends.
forward-looking. . . It provides tools for projecting current data over a lifetime, and for exploring and communicating complex ‘what-ifs’.
Your clients see at a glance where they stand, where they’re going–and where they can choose to go.
The Living Balance Sheet® makes it easy for your clients to understand today’s big picture. And it makes it easy for you to guide them towards tomorrow’s.
360 Professional Alliance. Get it all inside your circle.