14 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Tech Savvy Next Generation
The next Gen's level of experience and knowledge on technology can make using a platform like MyBlocks simple and
familiar. By using tools like MyBlocks and Yodlee together, this new generation can go to one place to view and manage
their finances.
90%
of Gen X and Y investors are
reliant on smart phones and
mobile technology
66%
of Gen X and Y see
importance in the ability
to manage all aspects of
personal finance in the
same place
Next Best Dollar
How to allocate income and maximize every paycheck
Next Best Dollar is a series of blocks that help clients quickly identify how to best distribute a client's money and
maximize each dollar they put towards their goals. Step through each facet of a client's financial profile to help
them allocate their money to raise their net worth and track their progress toward paying off debts, meeting goals,
and saving for retirement.
Ideal if you are targeting the mass affluent as it helps determine how they can best allocate their income and
maximize every paycheck.
Next Best Dollar Blocks:
• Student Loans
• Credit Cards
• Emergency Fund
• Upcoming Goals
• Health Savings Fund
• Retirement Fund
