Digital Tools to Transform Your
Financial Advisory Practice
GOALS & SCENARIOS PROJECTION
comprehensive Financial reports
Customisable Report Cover
DIGITAL FACT FINDER
ACTIVITY & TASK MANAGEMENT
Latest Mortgage Financing Rates
Mortgage Loan Application
Integrated mortgage financing feature
Mortgage planning with your clients. Submit the mortgage loan application through our platform or get assistance from GM Mortgage Specialists with you in the driving seat.
EXECUTION & IMPLEMENTATION
Exclusive opportunity to learn from the best in the industry
World-class financial practitioners and subject matter experts share their success secrets on the Adviser Playschool learning platform.
Engaging personal finance content to learn about, discuss and have fun with money to enhance financial literacy.
Share relevant personal finance tips, news and articles with your clients to keep them informed and engaged.