W045 · Professional workspace · Finance, legal & business practice
EasyManageX Financial Planners & Investment Advisors
A reviewed client advice engagement with agreed objectives, recommendations and servicing history.
This app is not built yet. Nothing can be entered or saved here. This page shows what the app is planned to do.
- Screens
- pending
- Sign-in
- pending
- Backend
- pending
Who it is for
Independent financial planners and investment advisory practices
Planned workflow
- Capture engagement, objectives and authorized information
- Agree advisory scope and review dates
- Prepare and review recommendations
- Record client decisions and provider references
- Review servicing outcomes and ongoing obligations
Starts when: Capture engagement, objectives and authorized information
Result: A reviewed client advice engagement with agreed objectives, recommendations and servicing history