Comprehensive Financial Planning
Simply grow's SMART enables clients and advisors to create a financial plan and track it.
Comprehensive Financial Planning
Simply grow's SMART enables clients and advisors to create a financial plan and track it.
Advisors have to rely on multiple excel-sheets to create and track financial plans that 'stand alone'.
We automate financial planning, plan execution and goal tracking end to end
Benefit from an end to end solution that creates a financial plan, tags investments and assets to various goals and prompts for interventions to keep the plan on track.
Goal workflows that are intuitive
Let clients create a financial plan and retirement plan using workflows, while allowing client/advisor to refine it over time.
Map goals to assets
Map goals to various assets/mutual funds and partially/fully to various stock demat accounts.
Track goals
Track goals with daily value/deficit updates based on investment/asset mappings and latest end of day fund NAVs/stock prices.