Some advantages of a fintech company
How the use of technology can actually increase the personal connection.
WEALTH PLANNING INTEGRATED APPROACH
Today’s modern wealth planning requires an integrated approach, one that incorporates all the different parts of your financial life into a comprehensive strategy. These include:
- Financial planning
- Estate planning
- Tax planning
- Insurance planning
- Investment management
- Retirement planning
It’s the technology behind the strategy that enables us to take a holistic view of these components and manage them for our clients in a way that helps elevate their wealth.
Taking a fintech-forward approach also allows our clients to have greater transparency and visibility regarding their investment portfolios and financial plans so they can see how they are doing in relation to their goals and objectives.
Of course, no technology – fintech or otherwise – can ever be a substitute for working with a knowledgeable, experienced financial planner. At Edelman Financial Engines we know that the core of the client/advisor relationship – and a key to its success – is just that, the relationship.
And by deploying fintech solutions, we can improve the personal connections between our planners and their clients because the efficiencies that fintech brings allows planners to switch their focus from paperwork, reporting and other time-consuming tasks toward building a deeper and more meaningful relationship with their client.