Advisors Portal
Welcome to the Advisor’s Portal — a dedicated space designed to support financial professionals with outsourced paraplanning services, industry-compliant templates, and value-added tools.
FINANCIAL TEMPLATES & GUIDES
Financial Needs Analysis
A structured tool to assess a client’s financial position, goals, and gaps — forming the foundation for tailored financial planning and informed decision-making across various life stages.
Record of Advice
A formal summary of the financial advisor’s recommendations, ensuring client understanding, compliance with regulations, and transparency in the advice process.
Investment Summary Report
An easy-to-understand overview of current investment holdings, performance, and allocation — helping clients track progress and advisors communicate portfolio alignment with goals and risk appetite.
Risk Profile Guide
Captures the client’s investment risk tolerance through a structured questionnaire — ensuring suitable product recommendations, improved planning, and alignment between portfolio choices and the client’s comfort level.
COMING SOON!!!
Investments 101
A beginner-friendly guide to understanding key investment concepts, asset classes, risk vs. return, and practical strategies — empowering clients to make smarter, more confident financial decisions.