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The DirectAdvice solution is a personalized financial planning platform, designed specifically to
deliver sophisticated, comprehensive, easy-to-use financial planning and advice to your clients. It
is a powerful tool that enables your Financial Advisors to expand their business exponentially. It
has interfaces that support Advisors at the desktop, CSRs in a Call Center, or self-directed
customers at home.
By combining proprietary planning and advice technology with sophisticated support applications,
we have created a fully customizable online capability that has the flexibility to adapt to whatever
business model you use, whether your clients are high net worth individuals or middle-market
consumers, and can integrate easily with your existing marketing, product and branding
strategies. The DirectAdvice platform will help you build stronger customer relationships, deliver
superior financial planning solutions through your Financial Advisors, and increase your client
assets under management.
 Our core advice and planning components have external connections to data aggregation and
transaction engines, provided through our preferred partnerships with Cash Edge and Business
Logic. Their capabilities are used to preload and regularly update user information for the data
collection interface. This connection to transaction engines enables your customers to take
immediate action on the expert advice and recommendations provided through your Financial
Advisors, including purchasing or selling financial products.
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We have also built out a suite of integrated support applications that help strengthen and deepen
customer relationships over time. They include detailed analytics and administration capability,
online collaboration software, inbound email management, outbound email development and
campaign execution, content management, and help desk training and technical support.
Together these applications make it possible to be more proactive with customers, react more
efficiently as relationships develop over time, and manage your organization's planning and
advice efforts more effectively overall.
 Learn more about our technology.
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