13 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
MyBlocks
A Digital Engagement Tool for All Demographics
The future of financial planning is meeting a client
wherever they are intheir financial journey. MyBlocks
deconstructs the planning process into interactive bite
sized modules designed to target a broad range of
investors.
• Mass Affluent: Help optimize the money clients
currently have to attain their goals faster, get out of
debt sooner and maximize their long-term investments.
• Stealth Planning: Enable client-led planning — they can
plan at their own pace, one block at a time, and receive
a plan result making it easier to transition to deeper
planning engagements with their advisor.
• Product Analysis: Analyze the value of solutions for a
client or prospect. Should they spend or borrow to fund
a short-term goal? Does your client have enough life
insurance? With a variety of blocks, clients explore the
benefits of various financial products.
• Education: Integrate financial education through a
frictionless digital experience. Clients can get a picture
of their finances and how their choices today can impact
their financial future.
Serving Prospects and Clients Across All Demographics & Life Stages
Wealth Studios
|
UHNW, Estate & Trust Planning, Cash Flow
$10M+
MoneyGuide (API)
|
Goal Based Planning
MyBlocks (API) | Education, Mass Affluent Planning, Modular Goal Planning
High School Mid Career College Late Career Mid Retirement Start Career Retire Later in Life
$1M
$100k
$0
