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.

BUSINESS GOALS

• 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.