Filiphant® Professional is designed for professional financial advisors or planners to create holistic financial plans for their clients at any stage of life.
Filiphant® Professional is ideal for you if you:
- Are an accredited financial advisor or planner.
- Are a representative of a financial advisory firm.
- Have a client that wants to send you their financial plan created with Filiphant® Household.
Starting a new financial plan for a client requires only minimal data entry, which you can instruct a client about before they meet with you.
You can send clients their plans for future collaboration or save a PDF copy that you can send to them for their future reference.
To understand more about how Filiphant® Professional works, please see:
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