We use two main systems when we work with you. The first is called plannr and the second is called FinCalc.
plannr is the core system to manage our relationship, and for you to view current valuations with your portfolio. It’s where we manage tasks that you may need to complete, and where we securely message you.
FinCalc is the system we use for Sustainable Wealth Modelling. It is where we ask you to create and update your financial information to support our initial and periodic modelling discussions.
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