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American Planning Group uses the latest financial planning technology to help us take into account variables in developing and implementing your financial plan, including:
An online document vault for accessing PDF portfolio statements and storing your key documents online
Our online document vault securely stores your key financial documents including your will, trust documents, and portfolio reports. You can choose not to receive paper portfolio reports in the mail each quarter and instead log into your vault to access everything online, all day every day. Your most important financial documents will be scanned and stored behind high encryption and multiple firewalls, keeping them safe from fire, water damage, and theft. Plus, you are able to access them on the go, whenever you need.
Meet your advisor more often, no matter where you are, with our online meeting software
We use online meeting software so that we can have a face-to-face meeting without a client physically visiting our office. We can review your financial plan, your portfolio performance reports, or any other documents, and meet with you more frequently, no matter how far you live from our office.
Specialized software for portfolio creation, risk evaluation, tracking, and reporting
We use leading portfolio management software called Principia CAMS from Morningstar Inc. to create an investment portfolio according to your age, risk tolerance, retirement goals, and income needs. The software analyzes your portfolio risk and assures that it matches your risk tolerance and unique financial situation.
With advanced financial planning technology, we can monitor your progress in meeting your financial goals and help you understand where and how your money will be invested.
A CRM system to schedule portfolio reviews and serve you better
A good Customer Relationship Management (CRM) system is key to managing our advisor-client relationship and providing excellent customer service.
Our system keeps track of our appointments and assures that we schedule key meetings with you, for example, annual portfolio reviews and reviews of your insurance needs. We can keep notes on client meetings, create financial planning to-do lists, and keep your contact information up-to-date.
As a small but growing advisory firm, investing in the best technology – such as a reliable CRM system – keeps us efficient and helps us continue to provide excellent service, no matter how large we grow.
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