Plan ai – Planning the client’s financial future

In today’s financial consulting landscape, offering a personalized service is no longer just an added value: it’s the key to building lasting and meaningful relationships with clients. Each client is a world of their own, with specific goals and needs. Meeting these needs requires tools that can analyze and interpret data in a targeted way.

Plan ai by Wealthype is a strategic ally for advisors, as it goes beyond simple data collection to create tailored solutions. Plan ai provides advisors with a complete client profile, enhancing every piece of information and crafting a personalized proposal that takes into account each individual’s financial well-being and life priorities.

How Plan ai works

The idea behind Plan ai is to support advisors in client meetings to make each interaction truly effective. Within the software, the advisor enters:

• personal data;
• portfolio data;
• information on client goals;
• responses to the MiFID questionnaire;
• other key information.

In this way, the advisor can create a comprehensive profile of the client.

For each profile entered, a record is generated that contains:

• the client’s personal information, such as demographic and financial data;
• the financial well-being index, which indicates how well the client’s current portfolio meets their financial goals;
• the financial DNA, which identifies the client’s financial profile based on their resources and objectives;
• a wealth simulation tool, which provides scenario analysis on the client’s wealth evolution;
• the financial advisory report, which compiles all client information in a structured, organized way.

Plan ai enables advisors to respond with precise solutions to clients’ real needs, making conversations clearer and interactions more focused on specific goals.

Prospect module

Plan ai is also useful in managing prospective clients, or “prospects,” for whom limited information is initially available. Thanks to artificial intelligence, the software can create a preliminary profile even with minimal data, helping the advisor work with potential clients more effectively by providing a personalized financial planning proposal.

In our next article, we’ll show you how the “prospect module” works.

For a demo of our tools, drop us a line at info@wealthype.com and see how to apply machine learning principles to traditional advisory processes