Model Financial Futures COLLABORATIVELY
The OnTrajectory Advisor Portal gives you AND each client access to a SHARED SPACE of financial data.
Becoming a registered advisor provides many benefits:
- Consult and model financial plans together
in real-time, from anywhere
- Let clients tweak their own data whenever they like
- Create unique "what-if" scenarios for your clients to immediately view and consider
- Easily add / remove clients from your list of Managed Clients
- Includes all features of our premium 'PowerPlan'
- Receive referrals from local OnTrajectory users intested in working with a certified financial planner
Email for information:
Or by phone: 410-989-1968