An Associate Partner at St James Wealth Management sought our expertise to create a straightforward paper handout for their financial advisors. The goal was to provide a clear summary of their client's financial health across various categories during consultations. Recognising the limitations of a static handout, we proposed a more dynamic solution: an online tool.
This innovative web tool generates personalised, printable PDFs for each client, ensuring the information is always current. It allows easy updates as clients' financial situations evolve, providing advisors with up-to-date, tailored insights. Secure and password-protected, this in-house tool streamlines the process, enhancing the efficiency and effectiveness of client consultations.
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