GIVE YOUR CLIENTS MORE VALUE. GROW YOUR BUSINESS AND BRAND. ALL FOR $49 PER MONTH!
THE ONTRAJECTORY PROFESSIONAL PORTAL allows you to easily create complex financial plans — Its the absolute best value for managing your clients.
- Modeling financial plans together with your clients in real-time, from anywhere
- Clients can edit their own data in dedicated scenarios Easily add / remove clients from your list of Managed Clients
- Every client receives all OnTrajectory premium 'Power Plan' features
- Quickly create multiple scenarios
- Help clients with multiple goals: debt paydown, rental properties, flexible income, saving for college, starting a new career, and major life transitions