MyMoneyRoadmap®
Do more of what you do best, on your terms,
in an increasingly competitive market
Win Clients, Faster
Bring a complimentary retirement readiness or second opinion assessment to the table.
Engage warmed-up investors with their 360-degree data in advance.
Showcase your expertise and get to deeper conversations that help close business quicker.
Activate Prospects, Faster
Increase turnkey prospect nurturing while protecting your time. Further activate your referral networks and put your brand in front of prospects on the schedule you choose and advance your top opportunities.
Unleash Growth Markets
With 10,000 boomers retiring daily, millions of mass affluent investors and young adult family members expecting a more personal and more digital relationship, it’s never been more important to have multiple service tiers.
More Valuable Advice, Faster
10X data collection and come to the table with a portfolio of personalized
comprehensive client deliverables in a fraction of the time.
These deliverables conform to YOUR business model and grow with client needs over
time. Deliver financial life management to more investors.
Automate Relationship Ops
You’ll automate action item follow-up and client communications supporting
higher client satisfaction and freeing you to deliver more in the surprise moments
that clients remember. You’ll view all your prospects and client’s current data in
one spot.
Seamless Practice Management
Put more of your client relationships onto a seamless platform that maximizes
client-advisor time and collaboration.
Put more touchpoints on auto-pilot; reduce the number of passwords you’re managing,
track your pipeline in one spot; engage via advisor-controlled self-serve
calendaring, and be more available while protecting your time.
1 Automated Client Pipeline Tracking
Track your relationships and current clients in one spot. Monitor by type of client, primary advisor and referral partner linkages.- Contact management
- Opportunity tracking and nudging
- Action items and notes
Client Pipeline Tracking
Opportunity and Referral Partner Tracking
Financial and Retirement Check-up
2 Investor Engagement
Demonstrate your investment in the prospect through a complimentary retirement readiness assessment. Get an early read on the clients needs and opportunities to support high impact early discussions.- Client data gathering and document vault
- Initial financial assessment or second opinion assessment
- Automated and visually engaging
3 360 Degree Client Profiles
Automate client data gathering and come armed with a 360- degree view of their lives, investments, goals, financial personality, questions and concerns. Have the client’s comprehensive profile earlier than ever.- Efficient and engaging client data gathering
- Easily clarify client goals, preferences, concerns and risk insights
- View comprehensive client and couple’s profiles
360 Degree Client Profiles
Advice Deliverable Portfolio
4 Advice Deliverables Portfolio
Have access to a portfolio of advisor-branded, comprehensive, and personalized advice deliverables that grow with the client and with your fees. Have deliverables that limit the need to give too much too early, while also growing with client needs.- Introduce your services simply and impactfully
- Intro, intermediate and comprehensive advice deliverables
- Comprehensive financial life management deliverables
Close Multiple Clients in a Week and Grow Revenues
“Clients come in more engaged, forthcoming and open to my coaching. I now deliver multiple plans in a week when in the past it took four to ten weeks of back and forth. It puts me on the path of growing my income by six figures plus a year without working longer. - CEO, East Coast $200M RIA
5 Action Item Tracking and Nurturing
Automate the tracking and follow-up of action items reminding clients of your “get it done” value as well as limiting the risk items fall between the cracks. Clients prefer the system offering a gentle courtesy reminder.- Action item recommendations engine
- Advisor controlled custom recommendations
- Action item tracking and nudging
Action Item Tracking
Relationship Content
6 Relationship & Practice Management
Automate workflows, action items and the delivery of high value content. Increase the odds clients reach out when something changes. Track client activity and know more about the topics that they are engaging on as another line of sight into their lives.- Strategically sequence premium relationship email content
- Advisor-client e-calendaring
- Reduce the number of platform login’s you are maintaining
7 Turnkey Client Marketing
Launch your branded campaign page in days, for a fraction of the cost. Deploy leading wealth management collateral and focus more of your time on your business.- Turnkey branded campaign portal
- Turnkey intro videos
- Save five to six figures in marketing expense and months of time
Turnkey Campaign Page
Turnkey Marketing
Prospect Nurturing
Email to Prospect
8 Turbocharged Prospect Nurturing
Put premium, content-rich emails into your prospects’ hands demonstrating your value.Track and engage with prospects at the right time with the benefit of them better knowing your brand and you knowing what they are interested in.- Turnkey email sequences
- Advisor enabled email delivery
- Prospect tracking and reporting
9 Premium Education Content
Access to thousands of top premium curated web resources and custom in-depth articles for clients, newsletters, and blogs. Have access to content that engages and opens-up discussion at your fingertips without having to create it yourself. You can also use it as starter content and version it to your needs.- 100 custom in-depth articles for use with prospects and clients
- 2,500+ curated articles, blogs and books at your fingertips
- Conversation starters and follow-up content that promotes engagement
Custom, In-depth Articles
Resource Centers
Unleash Advisors and Automate Practice Management
“MyMoneyRoadmap has been instrumental in helping us recruit/onboard advisors and get them productive winning and serving new clients even quicker. The platform engages clients the way they want to be engaged and helps us automate more of the end-to-end client relationship. It’s the way newer advisors and newer affluent clients expect to engage while also still being “old-school” relationship-driven. It’s the best of both worlds and it fits in our budget.” - CEO, Midwest $300M RIA.
MORE FEATURE
Reporting & Analytics
Sales Excellence Program & Toolkit
Advisor Excellence Program
Advisor branding
Bank-level security
Ensemble team capabilities
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