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Meet Mark, an experienced financial advisor and all his frustrations
I love FinancialRuler, it has shortened the length of my preparation for meetings with clients, provided more robust financial planning and also provide concrete outcomes that clients have been looking for. The efficiencies this software has provided have saved my practice money and allowed me to scale better than initially anticipated. Financial data that have been entered will automatically be visible on other modules such as Retirement where the system tells the users their financial freedom age without doing more data entry.
Shafiq
Manager
As a financial planner, I've tried various traditional financial planning softwares. FinancialRuler beats them all because it focuses on what matters most – client engagement and CRM. I have tried many methods to present to clients their financial data, and now FinancialRuler is my go-to platform, it has a great user interface and allows me to present and answer all my clients' questions with confidence. I highly recommend you use FinancialRuler if you wish to digitise your financial advisory business and impress your clients.
Cindy Tang
Snr. Financial Consultant
Compared to other platforms that wasted too much time, nor is the details being displayed out to be scrutinized, nor is the process concise and easy to use, FinancialRuler is very fast. The results that are being churned out once the big data are crunched are very transparent, the processes are easy due to its reliance on machine learning. A total breeze when using it in front of clients and it lets me serve my clients better.
Jason Yip
Snr. Financial Planner
It was very tough for me to keep track of my clients' data and to compile the data manually, sometimes it was full of mistakes and I had too much workload that cross checking became a great issue for me. Then I came across this software and now I am a happy and satisfied customer. It has automated the import of the data from the systems and helps in assuring the accuracy of my client reports.
Michael Leong
Manager
I have been using FinancialRuler in my financial planning practice for about a year now. I can say it has revolutionized the way in which I help clients plan for their future. The primary strengths of FinancialRuler, from my perspective, are ease of use, minimization of complexity, shareability with clients, reports. All four have contributed mightily to making FinancialRuler a mainstay of my practice. Above all, my clients and I thoroughly enjoy using FinancialRuler to provide an in depth yet simplistic approach to financial planning.
Darren Fang
Financial Advisor
I like that I have all my client's information at my fingertips. Everything is seen as a snapshot which is great for the clients. The clients like that all of their information can be stored in one place and that they can log on easily and see where they stand financially. This opens up conversations with clients to see what other issues we can assist them with and makes the whole process much more impressive and gives me the 'wow' factor.
Sharon Cheng
Independent Financial Consultant
I've never been happier with my purchase. FinancialRuler is well worthed the price due to access to features and tools all in one platform. For someone my age (52), this is simple to use and really intuitive; with the ability to track, aggregate and visualise client's goals. Upgrades and features are constantly being added, and excellent customer support for users, it is monies well spent.
Lawrence Wee
Snr. Financial Services Director
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
Financial Consultant Director
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
William Seah
Financial Advisor
I love FinancialRuler, it has shortened the length of my preparation for meetings with clients, provided more robust financial planning and also provide concrete outcomes that clients have been looking for. The efficiencies this software has provided have saved my practice money and allowed me to scale better than initially anticipated. Financial data that have been entered will automatically be visible on other modules such as Retirement where the system tells the users their financial freedom age without doing more data entry.
Shafiq
Manager
As a financial planner, I've tried various traditional financial planning softwares. FinancialRuler beats them all because it focuses on what matters most – client engagement and CRM. I have tried many methods to present to clients their financial data, and now FinancialRuler is my go-to platform, it has a great user interface and allows me to present and answer all my clients' questions with confidence. I highly recommend you use FinancialRuler if you wish to digitise your financial advisory business and impress your clients.
Cindy Tang
Snr. Financial Consultant
Compared to other platforms that wasted too much time, nor is the details being displayed out to be scrutinized, nor is the process concise and easy to use, FinancialRuler is very fast. The results that are being churned out once the big data are crunched are very transparent, the processes are easy due to its reliance on machine learning. A total breeze when using it in front of clients and it lets me serve my clients better.
Jason Yip
Snr. Financial Planner
It was very tough for me to keep track of my clients' data and to compile the data manually, sometimes it was full of mistakes and I had too much workload that cross checking became a great issue for me. Then I came across this software and now I am a happy and satisfied customer. It has automated the import of the data from the systems and helps in assuring the accuracy of my client reports.
Michael Leong
Manager
I have been using FinancialRuler in my financial planning practice for about a year now. I can say it has revolutionized the way in which I help clients plan for their future. The primary strengths of FinancialRuler, from my perspective, are ease of use, minimization of complexity, shareability with clients, reports. All four have contributed mightily to making FinancialRuler a mainstay of my practice. Above all, my clients and I thoroughly enjoy using FinancialRuler to provide an in depth yet simplistic approach to financial planning.
Darren Fang
Financial Advisor
I like that I have all my client's information at my fingertips. Everything is seen as a snapshot which is great for the clients. The clients like that all of their information can be stored in one place and that they can log on easily and see where they stand financially. This opens up conversations with clients to see what other issues we can assist them with and makes the whole process much more impressive and gives me the 'wow' factor.
Sharon Cheng
Independent Financial Consultant
I've never been happier with my purchase. FinancialRuler is well worthed the price due to access to features and tools all in one platform. For someone my age (52), this is simple to use and really intuitive; with the ability to track, aggregate and visualise client's goals. Upgrades and features are constantly being added, and excellent customer support for users, it is monies well spent.
Lawrence Wee
Snr. Financial Services Director
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
Financial Consultant Director
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
William Seah
Financial Advisor
Better financials, better lifestyle
Have more questions? We are happy to talk to you.