Financial planning is at the heart of your client relationships. Engaging in discovery. Understanding your clients' goals. Assessing their progress toward those goals. Developing a strategy to achieve them. Continuously monitoring to identify new or changing goals and keep everyone on-track. Not to mention, you're doing all of this with the efficiency and scale you need to grow your practice, yet the level of personalization that's required for each client.

For years, investment companies and wealth managers have partnered to bring best-in-class planning experiences to clients and best practices to advisors. In fact, the investment companies currently live on 4U have collectively loaded hundreds of pieces of content on financial planning!