We’re thrilled to announce the launch of our new Financial Planning Module, powered by Conquest Planning. Starting January 8, 2025, this exciting addition to the Optimize ecosystem will be available to you, enhancing your ability to deliver personalized financial planning to every client.

This smarter, future-ready solution combines the power of Conquest Planning’s innovative platform with Optimize’s fully integrated system, making financial planning simpler, more dynamic, and truly client-centric.

Watch the video above to hear our team discuss the development of this module and the exciting future of financial planning at Optimize.

What is it?

In partnership with Conquest Planning, a leading financial planning software provider, we’ve built an advanced platform to redefine how we empower clients to take control of their financial futures. This module integrates seamlessly with our CRM, providing an AI-powered, real-time solution to streamline financial planning and enhance the client experience.

What can it do?

• Dynamic, AI-Powered Strategies: The Strategic Advice Manager (SAM) analyzes your client’s financial situation and goals to generate actionable, optimized recommendations that simplify decision-making and drive results.
• Real-Time Data Integration: The module incorporates live account data and assumptions for Optimize Model Portfolios, ensuring recommendations are informed by the most reliable and up-to-date insights.
• Interactive Client Dashboard: Clients can actively engage with their financial plans through a personalized CRM dashboard, where they can monitor goal progress, actionable to-do items, timelines for strategies, and receive reports directly from you.
• Ready-Made Client Plans: On launch day, all existing clients will already have their financial planning records created and ready to use, eliminating the need for manual setup. Going forward, new clients’ plans will be automatically generated as part of the onboarding process, allowing you to focus on tailoring and enhancing their plans for greater impact.
• Effortless Macro-Management: Gain real-time visibility into plan statuses, goal progress, and alerts through CRM reports and dashboards. With all key insights consolidated in one place, you can seamlessly monitor and manage client plans while staying ahead of important updates.
• Automates Client Experience: From onboarding to ongoing reminders, the module automates key aspects of the client journey. New clients will have their financial planning record auto-created with relevant data, keeping them informed and on track.

And so much more!

How can you get started with it?

To ensure you’re ready for the January 8th launch, we’ve prepared several resources to help you make the most of this powerful new tool:

• Two In-Depth Training Sessions: We’ll be hosting two live webinars to walk you through how to use the Financial Planning Module and maximize its value when servicing your clients. The invitation for the first training session will be sent out shortly, so keep an eye on your inbox!
• Optimize Academy Course: You’ll receive access to a comprehensive, self-paced course on Optimize Academy that covers the module’s key features and integrations. The course will remain available for you to revisit whenever you need a refresher, ensuring you’re always confident in using the system effectively.
• Knowledge Base Articles: A dedicated series of Knowledge Base articles will be available, providing step-by-step instructions and detailed information on the financial planning interface, CRM integrations, and other key components of the module.

We’re excited to roll out this new feature and can’t wait to see the impact it will have on your practice and your clients. Stay tuned for more updates, training invites, and your credentials as we approach the January 8, 2025 launch date!