Featured components of Smart Money Tools
Included in CORE Package
Internal chat messaging system. When you have a new message from your clients a red icon with the number of messages pending will appear on the Messages Tab. You can Read and Reply as well as create a new message to your Clients. This is an internal system designed for security and confidentiality.
Whether you're in the office or on the go, you'll have secure access to your files anywhere, anytime stored in our cloud. Bank-level encryption protects you and your client’s files. Drag and Drop files from any devise into folders that you or your clients can create all in one secure place with rules to view and share internally. Create New Folders for specific Documents needed and even share or zip for fast export.
In many case you many have the need to make suggestions to a client that may not be a part of a Plan or you just may want to offer additional information. The suggestions Feature are a tool that allows you to post your suggestion to your client and even give them a priority statue of the suggestion. In addition you may want to get a responds from your client that they have acknowledge the suggestion requiring them to Accept so that you receive a notification that the client received and understood.
Decision points or sections within your plan you are building for your clients with attributes similar to the suggestions features. An example would be A Table of Contents in the beginning of a Book. The Milestones have the same attributes as the Suggestion Feature.
To-Do-List for Web, iPhone, iPad, Android all from within the Smart Money Cloud system. Start and manage multiple Tasks from within the Goal Plans you create for your clients. As Tasks within the Goal Plans are created they are queued into the daily To-Do-List. Keeping your clients on target with Start, Pause, Stop and Completed tabs for deadlines and target completions you have created for them as well as track their progress to success.
Featuring a library of 100’s of workshops and videos from 15 different packages in Wealth, Finances, Insurance, Mortgage, Loans, Credit, Debt, Savings, Retirement, Bankruptcy, Loan Modifications, Student Loans, Home Buying, Estate Planning and others within these fields, unlocking previously closed doors by making dynamic education accessible to your clients.
Collaborate with your client organizing and building the activities required to achieve a desired goal to succeed. Create and maintenance of a plan into Tasks that generate into daily To-Do-List. The on-line system keep clients on track as well as keeping you notified of their progress and success.
Interactive Budget App for client to track daily cash and debt card spending; set target spending alerts notification, track transactions history and manage available fund for spending notifications for each client.
On-Line Finance management; capture Assets, Liabilities, Income, Expenses, Banking, Residence, and Retirement accounts. Use to determine balances, limits, interest rates, payment ratios, budget limits, for bank and credit card accounts, car loans, student and installment loans. Loan Originators use as a 1003 Mobile Loan Application.
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