Leveraging on its unique planning algorithm, Financial S:ONAR's simple 3-Step planning process will help you bring your clients toward perfect knowledge, allowing them to make sound financial decisions based on self-interest.
Using this revolutionary platform, you would be able to graphically show illustrate, how your customised planning can yield higher net-worth growth and lower risk management costs.
Having a systematic workflow would allow for repeated, principled approach when meeting clients, based on previously done and regularly updated market research and platform development.
Found a good system but its only partially implemented in the list of your preferred platform?
Good news! Financial S:ONAR is fully integrated and compatible with all major platforms.
Both Web-based or Client
*Client not avail on Chrome OS
Having problems storing your client's data in a way that is both convenient and secure at the same time?
Financial S:ONAR fully integrates with Microsoft Teams and #Slack app, which provides you the freedom to create a virtual discussion office with every client with SAML Security Protocol.
Financial S:ONAR takes pride to be the first Financial Analysis software platform which comes integrated with a full training program. (optional)
Financial S:ONAR and its 6 module training, aims to bring any new adviser to the proficiency level of a industry veteran within short time frame.
Outcome-based Financial Planning 101
Time Value of Money
Valuations and Technicals
Economic Data and Sentiments
Multiple Scenario Comparison
Financial S:ONAR Activities Management Value Based Referral Management
Tired of wanting to do more for your client, just to be told to "sell simple and make them your client first"?
Tired of finding out what is the ethical/right thing to do just to be told its not profitable?
Tried of the feeling that many of your clients seem to have stronger practical/logical planning knowledge than you?
Or are you just someone with a skeptical, inquisitive mind who is new in the industry, seeking sound answers?
Do the right thing for your career! Seek us out today!
Our Career Guidiance Consultants are on standby to provide a Platform Demonstration, and to let you know more about the bundled training program.
Give new life to your career. Create mathematically substantiated value for your client. Run your business with Pride, Purpose and Profitability. email: email@example.com whatsapp: (+65) 64486468