Community Cloud Solution
One of leading Consulting Giant needed a system to provide wealth planning services to their professionals.
Using this system professionals will be able to provide their Family information, Asset declaration, Liabilities, Expenses, Income, Life insurance details etc.
- All the PII and PHI information is secure.
- Professionals can have the wealth plan revised multiple times until they have a satisfactory plan.
- The professionals can see the progress made in creating an organizer, can see the preview before clicking on submit.
- The professionals can navigate back and forth on the Organizer and update the information whenever necessary.