It delivers a goal-based, hybrid digital advice and engagement process that integrates directly into your existing advice model, driving down the cost of engagement and improving your clients’ experience.
The Ignition Next digital advice toolset includes:
- Subscription to Ignition Money
- XPLAN site integration
- 2-stage fact finding
- Client advice tasks
- Financial goals
- Financial learning and literacy
- Financial snapshot with live balance sheet
- Risk profiling
- Online calculators and tools
- Document vault
The Ignition Next package can be added to any Ignition XPLAN CORE or PRO solution.