Wow, I find FinancialRuler is able to create an environment that enhance a Two-Way trust with my client. The platform's self-assessment not only saves time, but it gives great visibility into personal financial goals & objective. It simplifies the process of finding the What & Why of one's financial needs, and allows faster & easier decision making,
giving me a larger overview than any other applications I have seen. I am now more certain to be extremely helpful to my clients by narrowing down & identify financial problems that needs to be solved. FinancialRuler helps me save huge amount of time preparing for my meetings. FinancialRuler is no doubt a transparent and "Damn" easy-to-use platform.
Edmund Yeo, Prudential Advisor
FinancialRuler opens doors for deeper conversation as it unearths most if not all aspects of the my expenditure and raises awareness of our situation. This creates opportunities for us to really go in deep into planning. For example, I had a budget, and was really good at following it. But I just had no idea whether my budget was appropriate. Using the ruler showed me that my budgeting was a good skill, but I have neglected some areas and some areas with excessive spending. This allowed me to really reconsider my aims and construct a plan
FinancialRuler is a really powerful platform for all things finance. Asset management, retirement planning,
expense management, it has everything, all in one place. That makes it easier to keep track of my finances.
The FinancialRuler helps me compartmentalize my savings, income and budget. It is basic and logical and I
can literally see the money now.