The smart
data collector

Use analysis to improve
the quality of advice.

Now there is a tool that takes data collection to the next level. It creates a live, visual representation of a client’s financial world.

The financial modelling not only projects the current situation forwards, but allows for changes in income, housing, family and other anticipated plans.

Informative graphics make it easier for clients to understand the reasoning behind any advice. This generates trust in the process, improving the adviser/client relationship.

It empowers clients to make more informed decisions about their future, with their Financial Adviser as navigator.

Evidence that advice is
suitable and meets regulation.

Regulation is driving change and advisers are looking at ways to meet these new expectations.

While experienced professionals have a good instinct for what a client needs and what product is best suited to meet those needs, they currently have very little process to evidence that their advice is suitable or results in a good outcome for clients.

Planolitix is a new smart way of collecting data, using an online platform that turns a clients financial information into a picture of where they’re heading. Not only does it provide insights into why advice should be taken, it also bridges the gap between collecting information and a creating a statement of advice.

Collaborate with other
financial professionals.

Planolitix has been designed with the flow of information in mind. Rather than passing on a referral where each financial professional repeats their own data collection, Planolitix has the ability to invite other professionals in either temporarily or permanently.

Using the custom ‘Scenario Builder’, each adviser can create different models to demonstrate the reasoning behind their advice before any decisions are made

One set of client data, in one place, everybody taking from it what they need, to do a better job than they did before.

No more advice in isolation.