An event which we keep very close to our heart as it comprises of the people who have been our constant support in growth i.e. our customers and partners. The May 2018 Network FP morning in Bengaluru extended that idea to fellow planners—peers who sweat the same suitability notes, elderly-client conversations, and fee-model choices—so the room could compare playbooks honestly before anyone returned to their own client calendars.

The event commenced where our founders talked about FinAtoZ journey, our research, about our team and then we launched our much awaited FinAtoZ Planning Platform which will provide our customers experience like none other and a one click control over their investments and lifetime goals, giving the professional audience the same walkthrough we give families so referrals and collaborations start from a shared picture of how work actually gets done.

FinAtoZ Planning Platform provides you real time access to your investment journey.

It provides you the experience to have a constant monitoring over your goals, including if they are on track or if they are completed providing you the real time data of the amount invested and the amount yet to invest from your SIPs.

These are the advantages of FinAtoZ Planning Platform: Real time access to data, simplified goal based tracking, details of allocation to each goal, integrated access for Helpdesk, action item tracking and fees payment, and bank grade security server.

For a quick demo of FinAtoZ Planning Platform click here and we will redirect you to the credentials of demo account and then you can yourself login and experience what it feels like to be a FinAtoZ customer.

Also you can click on ask an expert and get your queries resolved.