Financial Planning | Navigating Complexity with Confidence

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Production</a></li> <li><a href="/products/institutions/digital-solutions">Digital Tools</a></li> <li><a href="/products/institutions/ratings">Ratings</a></li> <li><a href="/products/institutions/trustnet">Trustnet</a></li> <li><a href="/products/institutions/funds360">Funds360</a></li> <li><a href="/products/institutions/content-dissemination">Content Dissemination</a></li> <li><a href="/products/institutions/swiss-climate-scores">Swiss Climate Scores</a></li> <li><a href="/products/institutions/esg-reporting">ESG Reporting</a></li> </ul> </div> <div class="c-mobileheader__groupedlist-item"> <p>Distribution Support</p> <ul> <li><a href="/products/institutions/data-dissemination">Data Dissemination</a></li> <li><a href="/products/institutions/document-dissemination">Document Dissemination</a></li> <li><a href="/products/institutions/full-portfolio-holdings-dissemination">Full Portfolio Holdings Dissemination</a></li> <li><a href="/products/institutions/loopback">Loopback</a></li> 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href="/products/financial-advisers/fe-onboard">Client Portal</a></li> </ul> </div> <div class="c-mobileheader__groupedlist-item"> <p>Financial Planning</p> <ul> <li><a href="/products/financial-advisers/fe-cashcalc">Cashflow Planning</a></li> <li><a href="/products/financial-advisers/fe-cashcalc#Tax calculators">Tax Calculators</a></li> </ul> </div> <div class="c-mobileheader__groupedlist-item"> <p>Investment Research</p> <ul> <li><a href="/products/financial-advisers/fe-analytics#Risk profiling">Risk Profiling</a></li> <li><a href="/products/financial-advisers/fe-analytics">Fund Research & Portfolio Analysis</a></li> </ul> </div> <div class="c-mobileheader__groupedlist-item"> <p>Model Portfolio Service</p> <ul> <li><a href="/products/financial-advisers/risk-managed-portfolios">Risk-Managed Portfolios</a></li> <li><a href="/products/financial-advisers/tailored-portfolios">Tailored Portfolios</a></li> </ul> </div> <div class="c-mobileheader__groupedlist-item"> <p>Feeds</p> <ul> <li><a 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stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> <li> <a href="/who-we-serve/retailprivate-banks" class="c-mobileheader__blocklist-item"> <div> <p>Retail / Private Banks</p> <p></p> </div> <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> <li> <a href="/who-we-serve/platforms" class="c-mobileheader__blocklist-item"> <div> <p>Platforms</p> <p></p> </div> <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> <li> <a href="/who-we-serve/life-pensions" class="c-mobileheader__blocklist-item"> <div> <p>Insurance & Pensions</p> <p></p> </div> <span> <svg viewBox="0 0 20 20" 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viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> <li> <a href="/events" class="c-mobileheader__blocklist-item"> <div> <p>Events</p> <p></p> </div> <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> <li> <a href="/insights?tags=&page=1&audiences=Asset+Management&contentTypes=" class="c-mobileheader__blocklist-item"> <div> <p>Asset Management</p> <p></p> </div> <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> <li> <a 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'c-primaryheader__menudrawer--open' : ''"> <div class="c-menulist c-menulist--center"> <div class="c-menulist__headers"> <p class="c-menulist__header"></p> </div> <div class="c-menulist__lists"> <div class="c-menulist__list"> <ul> <li> <a href="/about-us" class="c-menulist__item"> <p class="c-menulist__itemheader">About us</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/why-fe-fundinfo" class="c-menulist__item"> <p class="c-menulist__itemheader">Why FE fundinfo</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/about-us/sustainability" class="c-menulist__item"> <p class="c-menulist__itemheader">Sustainability</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/about-us/careers" class="c-menulist__item"> <p class="c-menulist__itemheader">Careers</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/contact-us" class="c-menulist__item"> <p class="c-menulist__itemheader">Contact us</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> </div> </div> </div> </li> </ul> </nav> <a href="/contact-us" class="c-button c-button--secondary"> Get in touch <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </header> <div x-data :class="$store.global.backdrop ? 'c-primaryheader__backdrop--show' : ''" class="c-primaryheader__backdrop "> </div> <div class="c-sticky-cta c-sticky-cta--no-icon" x-data="{ atTop: true }" x-cloak :class="(!atTop ? 'c-sticky-cta--show' : '')" @scroll.window="atTop = window.pageYOffset < 500"> </div> <div class="page-main-content js-page-height"> <section class="b-pagehero " id=""> <div class="b-pagehero__aside"> <img loading="eager" src="/media/vbslhyog/solutions-adv-financial-planning.jpg?v=1da707f066d39f0" style="object-position:50% 50%;"> </div> <div class="container"> <div class="b-pagehero__wrapper"> <div class="b-pagehero__content"> <h1 class="b-hero__headline">Help your clients achieve their goals with comprehensive financial planning</h1> <div class="b-pagehero__text c-richtext"> <p>Enhance client understanding and outcomes with our powerful goal-based financial <br>planning software, FE CashCalc.</p> </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="220a9361-2211-4002-8f2c-74a910d75f56" x-data="modal"> Speak to an expert <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="220a9361-2211-4002-8f2c-74a910d75f56" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="Get in touch and we'll get back to you shortly" class="" width="760" height="126" loading="lazy" /> </div> <section class="c-block b-form " id=""> <div class="container"> <div class="grid gap-y-12"> <div class="col-span-12 b-form-hubspot md:col-span-6 lg:col-span-5"> <form action="/solutions/financial-advisers/financial-planning" class="c-form" enctype="multipart/form-data" id="formcd3f68428b324cec8b89ba629fb9ea31" method="post"> <div class="c-form__intro mb-6"> </div> <input type="hidden" id="portalId" name="portalId" value="445778" /> <input type="hidden" id="formGuid" name="formGuid" value="2fdaed8a-4c12-47c7-a900-5e933a8c74e5" /> <div class="c-form__row "> <div class="c-form__input"> <label for="firstname"></label> <input type="text" id="firstname" name="firstname" placeholder="First name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="lastname"></label> <input type="text" id="lastname" name="lastname" placeholder="Last name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="email"></label> <input type="text" id="email" name="email" placeholder="Email" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="phone"></label> <input type="text" id="phone" name="phone" placeholder="Phone number" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="jobtitle"></label> <input type="text" id="jobtitle" name="jobtitle" placeholder="Job title" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="company"></label> <input type="text" id="company" name="company" placeholder="Company name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="country"></label> <select id="country" name="country" placeholder="" required> <option value="Ireland" >Ireland</option> <option value="United Kingdom" >United Kingdom</option> <option value="Switzerland" >Switzerland</option> <option value="Germany" >Germany</option> <option value="France" >France</option> <option value="Luxembourg" >Luxembourg</option> <option value="Ireland {Republic}" >Ireland {Republic}</option> <option value="Italy" >Italy</option> <option value="Spain" >Spain</option> <option value="Denmark" >Denmark</option> <option value="Sweden" >Sweden</option> <option value="Norway" >Norway</option> <option value="Australia" >Australia</option> <option value="Hong Kong SAR" >Hong Kong SAR</option> <option value="Singapore" >Singapore</option> <option value="Afghanistan" >Afghanistan</option> <option value="Albania" >Albania</option> <option value="Algeria" >Algeria</option> <option value="Andorra" >Andorra</option> <option value="Angola" >Angola</option> <option value="Antigua & Deps" >Antigua & Deps</option> <option value="Argentina" >Argentina</option> <option value="Armenia" >Armenia</option> <option value="Austria" >Austria</option> <option value="Azerbaijan" >Azerbaijan</option> <option value="Bahamas" >Bahamas</option> <option value="Bahrain" >Bahrain</option> <option value="Bangladesh" >Bangladesh</option> <option value="Barbados" >Barbados</option> <option value="Belarus" >Belarus</option> <option value="Belgium" >Belgium</option> <option value="Belize" >Belize</option> <option value="Benin" >Benin</option> <option value="Bhutan" >Bhutan</option> <option value="Bolivia" >Bolivia</option> <option value="Bosnia Herzegovina" >Bosnia Herzegovina</option> <option value="Botswana" >Botswana</option> <option value="Brazil" >Brazil</option> <option value="Brunei" >Brunei</option> <option value="Bulgaria" >Bulgaria</option> <option value="Burkina" >Burkina</option> <option value="Burundi" >Burundi</option> <option value="Cambodia" >Cambodia</option> <option value="Cameroon" >Cameroon</option> <option value="Canada" >Canada</option> <option value="Cape Verde" >Cape Verde</option> <option value="Central African Rep" >Central African Rep</option> <option value="Chad" >Chad</option> <option value="Chile" >Chile</option> <option value="China" >China</option> <option value="Colombia" >Colombia</option> <option value="Comoros" >Comoros</option> <option value="Congo" >Congo</option> <option value="Congo {Democratic Rep}" >Congo {Democratic Rep}</option> <option value="Costa Rica" >Costa Rica</option> <option value="Croatia" >Croatia</option> <option value="Cuba" >Cuba</option> <option value="Cyprus" >Cyprus</option> <option value="Czech Republic" >Czech Republic</option> <option value="Djibouti" >Djibouti</option> <option value="Dominica" >Dominica</option> <option value="Dominican Republic" >Dominican Republic</option> <option value="East Timor" >East Timor</option> <option value="Ecuador" >Ecuador</option> <option value="Egypt" >Egypt</option> <option value="El Salvador" >El Salvador</option> <option value="Equatorial Guinea" >Equatorial Guinea</option> <option value="Eritrea" >Eritrea</option> <option value="Estonia" >Estonia</option> <option value="Ethiopia" >Ethiopia</option> <option value="Fiji" >Fiji</option> <option value="Finland" >Finland</option> <option value="Gabon" >Gabon</option> <option value="Gambia" >Gambia</option> <option value="Georgia" >Georgia</option> <option value="Ghana" >Ghana</option> <option value="Greece" >Greece</option> <option value="Grenada" >Grenada</option> <option value="Guatemala" >Guatemala</option> <option value="Guinea" >Guinea</option> <option value="Guinea-Bissau" >Guinea-Bissau</option> <option value="Guyana" >Guyana</option> <option value="Haiti" >Haiti</option> <option value="Honduras" >Honduras</option> <option value="Hungary" >Hungary</option> <option value="Iceland" >Iceland</option> <option value="India" >India</option> <option value="Indonesia" >Indonesia</option> <option value="Iran" >Iran</option> <option value="Iraq" >Iraq</option> <option value="Israel" >Israel</option> <option value="Ivory Coast" >Ivory Coast</option> <option value="Jamaica" >Jamaica</option> <option value="Japan" >Japan</option> <option value="Jordan" >Jordan</option> <option value="Kazakhstan" >Kazakhstan</option> <option value="Kenya" >Kenya</option> <option value="Kiribati" >Kiribati</option> <option value="Korea North" >Korea North</option> <option value="Korea South" >Korea South</option> <option value="Kosovo" >Kosovo</option> <option value="Kuwait" >Kuwait</option> <option value="Kyrgyzstan" >Kyrgyzstan</option> <option value="Laos" >Laos</option> <option value="Latvia" >Latvia</option> <option value="Lebanon" >Lebanon</option> <option value="Lesotho" >Lesotho</option> <option value="Liberia" >Liberia</option> <option value="Libya" >Libya</option> <option value="Liechtenstein" >Liechtenstein</option> <option value="Lithuania" >Lithuania</option> <option value="Macedonia" >Macedonia</option> <option value="Madagascar" >Madagascar</option> <option value="Malawi" >Malawi</option> <option value="Malaysia" >Malaysia</option> <option value="Maldives" >Maldives</option> <option value="Mali" >Mali</option> <option value="Malta" >Malta</option> <option value="Marshall Islands" >Marshall Islands</option> <option value="Mauritania" >Mauritania</option> <option value="Mauritius" >Mauritius</option> <option value="Mexico" >Mexico</option> <option value="Micronesia" >Micronesia</option> <option value="Moldova" >Moldova</option> <option value="Monaco" >Monaco</option> <option value="Mongolia" >Mongolia</option> <option value="Montenegro" >Montenegro</option> <option value="Morocco" >Morocco</option> <option value="Mozambique" >Mozambique</option> <option value="Myanmar, (Burma)" >Myanmar, (Burma)</option> <option value="Namibia" >Namibia</option> <option value="Nauru" >Nauru</option> <option value="Nepal" >Nepal</option> <option value="New Zealand" >New Zealand</option> <option value="Netherlands" >Netherlands</option> <option value="Nicaragua" >Nicaragua</option> <option value="Niger" >Niger</option> <option value="Nigeria" >Nigeria</option> <option value="Oman" >Oman</option> <option value="Pakistan" >Pakistan</option> <option value="Palau" >Palau</option> <option value="Panama" >Panama</option> <option value="Papua New Guinea" >Papua New Guinea</option> <option value="Paraguay" >Paraguay</option> <option value="Peru" >Peru</option> <option value="Philippines" >Philippines</option> <option value="Poland" >Poland</option> <option value="Portugal" >Portugal</option> <option value="Qatar" >Qatar</option> <option value="Romania" >Romania</option> <option value="Russian Federation" >Russian Federation</option> <option value="Rwanda" >Rwanda</option> <option value="St Kitts & Nevis" >St Kitts & Nevis</option> <option value="St Lucia" >St Lucia</option> <option value="Saint Vincent & the Grenadines" >Saint Vincent & the Grenadines</option> <option value="Samoa" >Samoa</option> <option value="San Marino" >San Marino</option> <option value="Sao Tome & Principe" >Sao Tome & Principe</option> <option value="Saudi Arabia" >Saudi Arabia</option> <option value="Senegal" >Senegal</option> <option value="Serbia" >Serbia</option> <option value="Seychelles" >Seychelles</option> <option value="Sierra Leone" >Sierra Leone</option> <option value="Slovakia" >Slovakia</option> <option value="Slovenia" >Slovenia</option> <option value="Solomon Islands" >Solomon Islands</option> <option value="Somalia" >Somalia</option> <option value="South Africa" >South Africa</option> <option value="South Sudan" >South Sudan</option> <option value="Sri Lanka" >Sri Lanka</option> <option value="Sudan" >Sudan</option> <option value="Suriname" >Suriname</option> <option value="Swaziland" >Swaziland</option> <option value="Syria" >Syria</option> <option value="Taiwan" >Taiwan</option> <option value="Tajikistan" >Tajikistan</option> <option value="Tanzania" >Tanzania</option> <option value="Thailand" >Thailand</option> <option value="Togo" >Togo</option> <option value="Tonga" >Tonga</option> <option value="Trinidad & Tobago" >Trinidad & Tobago</option> <option value="Tunisia" >Tunisia</option> <option value="Turkey" >Turkey</option> <option value="Turkmenistan" >Turkmenistan</option> <option value="Tuvalu" >Tuvalu</option> <option value="Uganda" >Uganda</option> <option value="Ukraine" >Ukraine</option> <option value="United Arab Emirates" >United Arab Emirates</option> <option value="United States" >United States</option> <option value="Uruguay" >Uruguay</option> <option value="Uzbekistan" >Uzbekistan</option> <option value="Vanuatu" >Vanuatu</option> <option value="Vatican City" >Vatican City</option> <option value="Venezuela" >Venezuela</option> <option value="Vietnam" >Vietnam</option> <option value="Yemen" >Yemen</option> <option value="Zambia" >Zambia</option> <option value="Zimbabwe" >Zimbabwe</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="solution_interest">Solution Interest</label> <select id="solution_interest" name="solution_interest" placeholder="" > <option value="Registration & Filing" >Registration & Filing</option> <option value="Document Production" >Document Production</option> <option value="Distribution" >Distribution</option> <option value="Feeds" >Feeds</option> <option value="Marketing & Digital" >Marketing & Digital</option> <option value="Research & Insights" >Research & Insights</option> <option value="ESG Reporting" >ESG Reporting</option> <option value="Client Onboarding & Engagement" >Client Onboarding & Engagement</option> <option value="Financial Planning" selected>Financial Planning</option> <option value="Investment Research" >Investment Research</option> <option value="Model Portfolio Service" >Model Portfolio Service</option> <option value="Nexus for Asset Managers" >Nexus for Asset Managers</option> <option value="Nexus for Financial Advisers" >Nexus for Financial Advisers</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="notes__c"></label> <textarea id="notes__c" name="notes__c" placeholder="So we can better address your request, please provide some additional information about your enquiry." ></textarea> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="contact_us_topic">Contact Us Topic</label> <select id="contact_us_topic" name="contact_us_topic" placeholder="" > <option value="Help and Support" >Help and Support</option> <option value="Fund Managers - products" >Solutions for Fund Managers</option> <option value="Financial Advisers - products" selected>Solutions for Financial Advisers</option> <option value="Fund Distributors - products" >Solutions for Fund Distributors</option> <option value="HR / Careers" >HR / Careers</option> <option value="Product Training" >Product Training</option> <option value="Events" >Events</option> <option value="PR and Media" >PR and Media</option> <option value="Other" >Other</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="basis_of_consent">Basis of consent</label> <select id="basis_of_consent" name="basis_of_consent" placeholder="" > <option value="Consent to communicate granted" selected>Consent to communicate granted</option> <option value="Legitimate interest" >Legitimate interest</option> <option value="No consent given" >No consent given</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="source_of_contact">Source of contact</label> <select id="source_of_contact" name="source_of_contact" placeholder="" > <option value="FCA Feed" >FCA Feed</option> <option value="Autus Data" >Autus Data</option> <option value="SSales/Acc Mgt team interaction" >Sales/Acc Mgt team interaction</option> <option value="3rd party event" >3rd party event</option> <option value="Client support case" >Client support case</option> <option value="Linkedin Sales Navigator" >Linkedin Sales Navigator</option> <option value="Gotowebinar registration" >Gotowebinar registration</option> <option value="Product registration/database" >Product registration/database</option> <option value="Corporate website form submission" selected>Corporate website form submission</option> <option value="Customer portal registration" >Customer portal registration</option> <option value="Company acquisition" >Company acquisition</option> <option value="FE fundinfo event registration" >FE fundinfo event registration</option> <option value="LinkedIn Ad" >LinkedIn Ad</option> <option value="Generic mailbox enquiry" >Generic mailbox enquiry</option> <option value="ASIC Data" >ASIC Data</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="leadsource">Lead source</label> <select id="leadsource" name="leadsource" placeholder="" > <option value="Word of Mouth - Client Referral" >Word of Mouth - Client Referral</option> <option value="Word of Mouth" >Word of Mouth</option> <option value="Webinar - Third Party" >Webinar - Third Party</option> <option value="Webinar - FE Hosted" >Webinar - FE Hosted</option> <option value="Webinar - FE fundinfo" >Webinar - FE fundinfo</option> <option value="Webinar - 3rd Party" >Webinar - 3rd Party</option> <option value="Web" >Web</option> <option value="Via Trustnet Team" >Via Trustnet Team</option> <option value="Via Training Team" >Via Training Team</option> <option value="Via Training Session - Referral" >Via Training Session - Referral</option> <option value="Via Support" >Via Support</option> <option value="Via KII Hub BDM" >Via KII Hub BDM</option> <option value="Via Institutional BDM" >Via Institutional BDM</option> <option value="Via Institutional AM" >Via Institutional AM</option> <option value="Via GFR Team" >Via GFR Team</option> <option value="Via GFR BDM" >Via GFR BDM</option> <option value="Via fundinfo Team" >Via fundinfo Team</option> <option value="Via Fund Manager BDM" >Via Fund Manager BDM</option> <option value="Via Fund Manager AM" >Via Fund Manager AM</option> <option value="Via FE Invest BDM" >Via FE Invest BDM</option> <option value="Via DRM Team" >Via DRM Team</option> <option value="Via DRM" >Via DRM</option> <option value="Via Distributor BDM" >Via Distributor BDM</option> <option value="Via Distributor AM" >Via Distributor AM</option> <option value="Via Distribution Team" >Via Distribution Team</option> <option value="Via Customer Success Team" >Via Customer Success Team</option> <option value="Via Australian BDM" >Via Australian BDM</option> <option value="Via Asia BDM" >Via Asia BDM</option> <option value="Via Adviser BDM" >Via Adviser BDM</option> <option value="Via Adviser AM" >Via Adviser AM</option> <option value="Trade Show" >Trade Show</option> <option value="Telemarketing" >Telemarketing</option> <option value="SJP Academy Deal" >SJP Academy Deal</option> <option value="Seminar - Partner" >Seminar - Partner</option> <option value="Seminar - Internal" >Seminar - Internal</option> <option value="Quarterly Account Review" >Quarterly Account Review</option> <option value="Public Relations" >Public Relations</option> <option value="Prime Awards" >Prime Awards</option> <option value="Partner" >Partner</option> <option value="Other" >Other</option> <option value="Need to insert Lead Sources" >Need to insert Lead Sources</option> <option value="MPS Directory FEI" >MPS Directory FEI</option> <option value="LinkedIn Sales Navigator" >LinkedIn Sales Navigator</option> <option value="Intelliflo Referral" >Intelliflo Referral</option> <option value="Infolink.com.au" >Infolink.com.au</option> <option value="Inflationary" >Inflationary</option> <option value="Health Client Direct" >Health Client Direct</option> <option value="Health Agency Direct" >Health Agency Direct</option> <option value="FE Transmission" >FE Transmission</option> <option value="FE fundinfo Events" >FE fundinfo Events</option> <option value="FE fundinfo Event" >FE fundinfo Event</option> <option value="External Referral" >External Referral</option> <option value="Event - 3rd Party" >Event - 3rd Party</option> <option value="Employee Referral" >Employee Referral</option> <option value="Emailed In" >Emailed In</option> <option value="Email Campaign" >Email Campaign</option> <option value="DirPlusApr07" >DirPlusApr07</option> <option value="Direct Mail Campaign" >Direct Mail Campaign</option> <option value="Direct Mail" >Direct Mail</option> <option value="Cross Sell - Cold Call" >Cross Sell - Cold Call</option> <option value="Corporate Website" selected>Corporate Website</option> <option value="Change Request" >Change Request</option> <option value="Called in Direct" >Called in Direct</option> <option value="AMB Lead" >AMB Lead</option> <option value="Advertisement" >Advertisement</option> <option value="3rd Party Platform BDM" >3rd Party Platform BDM</option> <option value="3rd party Event/Conference" >3rd party Event/Conference</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="audience_type">Select Financial Advisers</label> <select id="audience_type" name="audience_type" placeholder="" > <option value="Fund Distributors" >Fund Distributors</option> <option value="Fund Managers" >Fund Managers</option> <option value="Financial Advisers" selected>Financial Advisers</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="form_type">Form Type</label> <select id="form_type" name="form_type" placeholder="" > <option value="Blog Subscription" >Blog Subscription</option> <option value="Event-virtual" >Event-virtual</option> <option value="Event-in-person" >Event-in-person</option> <option value="ToFu" >ToFu (awareness)</option> <option value="MoFu" selected>MoFu (solution pages)</option> <option value="BoFu" >BoFu (product pages)</option> <option value="Trial/Demo" >Trial/Demo</option> <option value="Contact Us" >Contact Us</option> <option value="Whitepaper" >White Paper</option> <option value="Document Request" >Document Request</option> <option value="Insti Contact Data" >Insti Contact Data</option> <option value="Adv Contact Data" >Adv Contact Data</option> <option value="Report" >Report</option> <option value="Generic Contact Data" >Generic Contact Data</option> <option value="Research Survey" >Research Survey</option> <option value="Infographic" >Infographic</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="fechannel">FE Channel</label> <select id="fechannel" name="fechannel" placeholder="" > <option value="adv" selected>ADV</option> <option value="inst" >INST</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_campaign">Leave blank - auto populated</label> <input type="text" id="utm_campaign" name="utm_campaign" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_medium">Leave blank - auto populated</label> <input type="text" id="utm_medium" name="utm_medium" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_source">Leave blank - auto populated</label> <input type="text" id="utm_source" name="utm_source" placeholder="" /> </div> </div> <div class="c-form__row"> <button class="c-button c-button--full c-button--primary"> Submit <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path> </svg> </span> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qZiZ4DRaLLUOsvwNLi5Uqfa3e5JVeF7j-MLs7BjoKwfw6kVQVHNOhvbwmYBgnm4c9QVO8E-sGevn3yyCMmo19BzLS2a_I8Ki6sbyHB0PcRnEWKfCTpRrArXNmrVBHTL5RA" /><input name="ufprt" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qarCk2VlgUCyGHzb--fWBceac6SR7SE9nkNYYJBxeUs-CVvTx1ps4gR1-NISBiu6xUhzaNWg_rmac3oQvzbII2-Ztc98tGJU_T6F8CLwHuR0Voab7e3cAsEOw_S467KglQ" /></form> </div> </div> </div> </section> </div> </div> </div> </div> </div> </div> </div> </div> </section><section class="c-block c-block--gray b-features" id=""> <div class="container"> <div class="grid gap-y-16"> <div class="col-span-12 md:col-span-6"> <div class="c-intro"> <p class="c-intro__label">FEATURES & BENEFITS</p> <h2 class="c-intro__headline"> Bring your clients' financial situations to life </h2> <div class="c-intro__text"> <div class="c-richtext"> <p>Financial planning enables you to take a comprehensive look at your client's current financial situation and effectively plan ahead for the future.</p> <p>Empower your clients to take an active role in their financial futures by clearly demonstrating the impact of different decisions, whilst ensuring recommendations support individual goals and objectives.</p> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="0fc17a23-5a1d-4dca-9332-fca946770889" x-data="modal"> Speak to an expert <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="0fc17a23-5a1d-4dca-9332-fca946770889" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="Get in touch and we'll get back to you shortly" class="" width="760" height="126" loading="lazy" /> </div> <section class="c-block b-form " id=""> <div class="container"> <div class="grid gap-y-12"> <div class="col-span-12 b-form-hubspot md:col-span-6 lg:col-span-5"> <form action="/solutions/financial-advisers/financial-planning" class="c-form" enctype="multipart/form-data" id="formf285eaf261184e97915632901d370a26" method="post"> <div class="c-form__intro mb-6"> </div> <input type="hidden" id="portalId" name="portalId" value="445778" /> <input type="hidden" id="formGuid" name="formGuid" value="2fdaed8a-4c12-47c7-a900-5e933a8c74e5" /> <div class="c-form__row "> <div class="c-form__input"> <label for="firstname"></label> <input type="text" id="firstname" name="firstname" placeholder="First name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="lastname"></label> <input type="text" id="lastname" name="lastname" placeholder="Last name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="email"></label> <input type="text" id="email" name="email" placeholder="Email" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="phone"></label> <input type="text" id="phone" name="phone" placeholder="Phone number" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="jobtitle"></label> <input type="text" id="jobtitle" name="jobtitle" placeholder="Job title" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="company"></label> <input type="text" id="company" name="company" placeholder="Company name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="country"></label> <select id="country" name="country" placeholder="" required> <option value="Ireland" >Ireland</option> <option value="United Kingdom" >United Kingdom</option> <option value="Switzerland" >Switzerland</option> <option value="Germany" >Germany</option> <option value="France" >France</option> <option value="Luxembourg" >Luxembourg</option> <option value="Ireland {Republic}" >Ireland {Republic}</option> <option value="Italy" >Italy</option> <option value="Spain" >Spain</option> <option value="Denmark" >Denmark</option> <option value="Sweden" >Sweden</option> <option value="Norway" >Norway</option> <option value="Australia" >Australia</option> <option value="Hong Kong SAR" >Hong Kong SAR</option> <option value="Singapore" >Singapore</option> <option value="Afghanistan" >Afghanistan</option> <option value="Albania" >Albania</option> <option value="Algeria" >Algeria</option> <option value="Andorra" >Andorra</option> <option value="Angola" >Angola</option> <option value="Antigua & Deps" >Antigua & Deps</option> <option value="Argentina" >Argentina</option> <option value="Armenia" >Armenia</option> <option value="Austria" >Austria</option> <option value="Azerbaijan" >Azerbaijan</option> <option value="Bahamas" >Bahamas</option> <option value="Bahrain" >Bahrain</option> <option value="Bangladesh" >Bangladesh</option> <option value="Barbados" >Barbados</option> <option value="Belarus" >Belarus</option> <option value="Belgium" >Belgium</option> <option value="Belize" >Belize</option> <option value="Benin" >Benin</option> <option value="Bhutan" >Bhutan</option> <option value="Bolivia" >Bolivia</option> <option value="Bosnia Herzegovina" >Bosnia Herzegovina</option> <option value="Botswana" >Botswana</option> <option value="Brazil" >Brazil</option> <option value="Brunei" >Brunei</option> <option value="Bulgaria" >Bulgaria</option> <option value="Burkina" >Burkina</option> <option value="Burundi" >Burundi</option> <option value="Cambodia" >Cambodia</option> <option value="Cameroon" >Cameroon</option> <option value="Canada" >Canada</option> <option value="Cape Verde" >Cape Verde</option> <option value="Central African Rep" >Central African Rep</option> <option value="Chad" >Chad</option> <option value="Chile" >Chile</option> <option value="China" >China</option> <option value="Colombia" >Colombia</option> <option value="Comoros" >Comoros</option> <option value="Congo" >Congo</option> <option value="Congo {Democratic Rep}" >Congo {Democratic Rep}</option> <option value="Costa Rica" >Costa Rica</option> <option value="Croatia" >Croatia</option> <option value="Cuba" >Cuba</option> <option value="Cyprus" >Cyprus</option> <option value="Czech Republic" >Czech Republic</option> <option value="Djibouti" >Djibouti</option> <option value="Dominica" >Dominica</option> <option value="Dominican Republic" >Dominican Republic</option> <option value="East Timor" >East Timor</option> <option value="Ecuador" >Ecuador</option> <option value="Egypt" >Egypt</option> <option value="El Salvador" >El Salvador</option> <option value="Equatorial Guinea" >Equatorial Guinea</option> <option value="Eritrea" >Eritrea</option> <option value="Estonia" >Estonia</option> <option value="Ethiopia" >Ethiopia</option> <option value="Fiji" >Fiji</option> <option value="Finland" >Finland</option> <option value="Gabon" >Gabon</option> <option value="Gambia" >Gambia</option> <option value="Georgia" >Georgia</option> <option value="Ghana" >Ghana</option> <option value="Greece" >Greece</option> <option value="Grenada" >Grenada</option> <option value="Guatemala" >Guatemala</option> <option value="Guinea" >Guinea</option> <option value="Guinea-Bissau" >Guinea-Bissau</option> <option value="Guyana" >Guyana</option> <option value="Haiti" >Haiti</option> <option value="Honduras" >Honduras</option> <option value="Hungary" >Hungary</option> <option value="Iceland" >Iceland</option> <option value="India" >India</option> <option value="Indonesia" >Indonesia</option> <option value="Iran" >Iran</option> <option value="Iraq" >Iraq</option> <option value="Israel" >Israel</option> <option value="Ivory Coast" >Ivory Coast</option> <option value="Jamaica" >Jamaica</option> <option value="Japan" >Japan</option> <option value="Jordan" >Jordan</option> <option value="Kazakhstan" >Kazakhstan</option> <option value="Kenya" >Kenya</option> <option value="Kiribati" >Kiribati</option> <option value="Korea North" >Korea North</option> <option value="Korea South" >Korea South</option> <option value="Kosovo" >Kosovo</option> <option value="Kuwait" >Kuwait</option> <option value="Kyrgyzstan" >Kyrgyzstan</option> <option value="Laos" >Laos</option> <option value="Latvia" >Latvia</option> <option value="Lebanon" >Lebanon</option> <option value="Lesotho" >Lesotho</option> <option value="Liberia" >Liberia</option> <option value="Libya" >Libya</option> <option value="Liechtenstein" >Liechtenstein</option> <option value="Lithuania" >Lithuania</option> <option value="Macedonia" >Macedonia</option> <option value="Madagascar" >Madagascar</option> <option value="Malawi" >Malawi</option> <option value="Malaysia" >Malaysia</option> <option value="Maldives" >Maldives</option> <option value="Mali" >Mali</option> <option value="Malta" >Malta</option> <option value="Marshall Islands" >Marshall Islands</option> <option value="Mauritania" >Mauritania</option> <option value="Mauritius" >Mauritius</option> <option value="Mexico" >Mexico</option> <option value="Micronesia" >Micronesia</option> <option value="Moldova" >Moldova</option> <option value="Monaco" >Monaco</option> <option value="Mongolia" >Mongolia</option> <option value="Montenegro" >Montenegro</option> <option value="Morocco" >Morocco</option> <option value="Mozambique" >Mozambique</option> <option value="Myanmar, (Burma)" >Myanmar, (Burma)</option> <option value="Namibia" >Namibia</option> <option value="Nauru" >Nauru</option> <option value="Nepal" >Nepal</option> <option value="New Zealand" >New Zealand</option> <option value="Netherlands" >Netherlands</option> <option value="Nicaragua" >Nicaragua</option> <option value="Niger" >Niger</option> <option value="Nigeria" >Nigeria</option> <option value="Oman" >Oman</option> <option value="Pakistan" >Pakistan</option> <option value="Palau" >Palau</option> <option value="Panama" >Panama</option> <option value="Papua New Guinea" >Papua New Guinea</option> <option value="Paraguay" >Paraguay</option> <option value="Peru" >Peru</option> <option value="Philippines" >Philippines</option> <option value="Poland" >Poland</option> <option value="Portugal" >Portugal</option> <option value="Qatar" >Qatar</option> <option value="Romania" >Romania</option> <option value="Russian Federation" >Russian Federation</option> <option value="Rwanda" >Rwanda</option> <option value="St Kitts & Nevis" >St Kitts & Nevis</option> <option value="St Lucia" >St Lucia</option> <option value="Saint Vincent & the Grenadines" >Saint Vincent & the Grenadines</option> <option value="Samoa" >Samoa</option> <option value="San Marino" >San Marino</option> <option value="Sao Tome & Principe" >Sao Tome & Principe</option> <option value="Saudi Arabia" >Saudi Arabia</option> <option value="Senegal" >Senegal</option> <option value="Serbia" >Serbia</option> <option value="Seychelles" >Seychelles</option> <option value="Sierra Leone" >Sierra Leone</option> <option value="Slovakia" >Slovakia</option> <option value="Slovenia" >Slovenia</option> <option value="Solomon Islands" >Solomon Islands</option> <option value="Somalia" >Somalia</option> <option value="South Africa" >South Africa</option> <option value="South Sudan" >South Sudan</option> <option value="Sri Lanka" >Sri Lanka</option> <option value="Sudan" >Sudan</option> <option value="Suriname" >Suriname</option> <option value="Swaziland" >Swaziland</option> <option value="Syria" >Syria</option> <option value="Taiwan" >Taiwan</option> <option value="Tajikistan" >Tajikistan</option> <option value="Tanzania" >Tanzania</option> <option value="Thailand" >Thailand</option> <option value="Togo" >Togo</option> <option value="Tonga" >Tonga</option> <option value="Trinidad & Tobago" >Trinidad & Tobago</option> <option value="Tunisia" >Tunisia</option> <option value="Turkey" >Turkey</option> <option value="Turkmenistan" >Turkmenistan</option> <option value="Tuvalu" >Tuvalu</option> <option value="Uganda" >Uganda</option> <option value="Ukraine" >Ukraine</option> <option value="United Arab Emirates" >United Arab Emirates</option> <option value="United States" >United States</option> <option value="Uruguay" >Uruguay</option> <option value="Uzbekistan" >Uzbekistan</option> <option value="Vanuatu" >Vanuatu</option> <option value="Vatican City" >Vatican City</option> <option value="Venezuela" >Venezuela</option> <option value="Vietnam" >Vietnam</option> <option value="Yemen" >Yemen</option> <option value="Zambia" >Zambia</option> <option value="Zimbabwe" >Zimbabwe</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="solution_interest">Solution Interest</label> <select id="solution_interest" name="solution_interest" placeholder="" > <option value="Registration & Filing" >Registration & Filing</option> <option value="Document Production" >Document Production</option> <option value="Distribution" >Distribution</option> <option value="Feeds" >Feeds</option> <option value="Marketing & Digital" >Marketing & Digital</option> <option value="Research & Insights" >Research & Insights</option> <option value="ESG Reporting" >ESG Reporting</option> <option value="Client Onboarding & Engagement" >Client Onboarding & Engagement</option> <option value="Financial Planning" selected>Financial Planning</option> <option value="Investment Research" >Investment Research</option> <option value="Model Portfolio Service" >Model Portfolio Service</option> <option value="Nexus for Asset Managers" >Nexus for Asset Managers</option> <option value="Nexus for Financial Advisers" >Nexus for Financial Advisers</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="notes__c"></label> <textarea id="notes__c" name="notes__c" placeholder="So we can better address your request, please provide some additional information about your enquiry." ></textarea> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="contact_us_topic">Contact Us Topic</label> <select id="contact_us_topic" name="contact_us_topic" placeholder="" > <option value="Help and Support" >Help and Support</option> <option value="Fund Managers - products" >Solutions for Fund Managers</option> <option value="Financial Advisers - products" selected>Solutions for Financial Advisers</option> <option value="Fund Distributors - products" >Solutions for Fund Distributors</option> <option value="HR / Careers" >HR / Careers</option> <option value="Product Training" >Product Training</option> <option value="Events" >Events</option> <option value="PR and Media" >PR and Media</option> <option value="Other" >Other</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="basis_of_consent">Basis of consent</label> <select id="basis_of_consent" name="basis_of_consent" placeholder="" > <option value="Consent to communicate granted" selected>Consent to communicate granted</option> <option value="Legitimate interest" >Legitimate interest</option> <option value="No consent given" >No consent given</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="source_of_contact">Source of contact</label> <select id="source_of_contact" name="source_of_contact" placeholder="" > <option value="FCA Feed" >FCA Feed</option> <option value="Autus Data" >Autus Data</option> <option value="SSales/Acc Mgt team interaction" >Sales/Acc Mgt team interaction</option> <option value="3rd party event" >3rd party event</option> <option value="Client support case" >Client support case</option> <option value="Linkedin Sales Navigator" >Linkedin Sales Navigator</option> <option value="Gotowebinar registration" >Gotowebinar registration</option> <option value="Product registration/database" >Product registration/database</option> <option value="Corporate website form submission" selected>Corporate website form submission</option> <option value="Customer portal registration" >Customer portal registration</option> <option value="Company acquisition" >Company acquisition</option> <option value="FE fundinfo event registration" >FE fundinfo event registration</option> <option value="LinkedIn Ad" >LinkedIn Ad</option> <option value="Generic mailbox enquiry" >Generic mailbox enquiry</option> <option value="ASIC Data" >ASIC Data</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="leadsource">Lead source</label> <select id="leadsource" name="leadsource" placeholder="" > <option value="Word of Mouth - Client Referral" >Word of Mouth - Client Referral</option> <option value="Word of Mouth" >Word of Mouth</option> <option value="Webinar - Third Party" >Webinar - Third Party</option> <option value="Webinar - FE Hosted" >Webinar - FE Hosted</option> <option value="Webinar - FE fundinfo" >Webinar - FE fundinfo</option> <option value="Webinar - 3rd Party" >Webinar - 3rd Party</option> <option value="Web" >Web</option> <option value="Via Trustnet Team" >Via Trustnet Team</option> <option value="Via Training Team" >Via Training Team</option> <option value="Via Training Session - Referral" >Via Training Session - Referral</option> <option value="Via Support" >Via Support</option> <option value="Via KII Hub BDM" >Via KII Hub BDM</option> <option value="Via Institutional BDM" >Via Institutional BDM</option> <option value="Via Institutional AM" >Via Institutional AM</option> <option value="Via GFR Team" >Via GFR Team</option> <option value="Via GFR BDM" >Via GFR BDM</option> <option value="Via fundinfo Team" >Via fundinfo Team</option> <option value="Via Fund Manager BDM" >Via Fund Manager BDM</option> <option value="Via Fund Manager AM" >Via Fund Manager AM</option> <option value="Via FE Invest BDM" >Via FE Invest BDM</option> <option value="Via DRM Team" >Via DRM Team</option> <option value="Via DRM" >Via DRM</option> <option value="Via Distributor BDM" >Via Distributor BDM</option> <option value="Via Distributor AM" >Via Distributor AM</option> <option value="Via Distribution Team" >Via Distribution Team</option> <option value="Via Customer Success Team" >Via Customer Success Team</option> <option value="Via Australian BDM" >Via Australian BDM</option> <option value="Via Asia BDM" >Via Asia BDM</option> <option value="Via Adviser BDM" >Via Adviser BDM</option> <option value="Via Adviser AM" >Via Adviser AM</option> <option value="Trade Show" >Trade Show</option> <option value="Telemarketing" >Telemarketing</option> <option value="SJP 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6C15.3137 6 18 8.68629 18 12Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Improve client understanding</h3> <div class="c-richtext b-features__item-text"> <p>Produce visually engaging reports which are easy to understand and clearly demonstrate your clients' financial futures.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M16 8V5L19 2L20 4L22 5L19 8H16ZM16 8L12 11.9999M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2M17 12C17 14.7614 14.7614 17 12 17C9.23858 17 7 14.7614 7 12C7 9.23858 9.23858 7 12 7" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Focus on client goals</h3> <div class="c-richtext b-features__item-text"> <p>Map out and determine how your clients can achieve their financial and personal goals, enhancing the value of your advice.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M22 11.0857V12.0057C21.9988 14.1621 21.3005 16.2604 20.0093 17.9875C18.7182 19.7147 16.9033 20.9782 14.8354 21.5896C12.7674 22.201 10.5573 22.1276 8.53447 21.3803C6.51168 20.633 4.78465 19.2518 3.61096 17.4428C2.43727 15.6338 1.87979 13.4938 2.02168 11.342C2.16356 9.19029 2.99721 7.14205 4.39828 5.5028C5.79935 3.86354 7.69279 2.72111 9.79619 2.24587C11.8996 1.77063 14.1003 1.98806 16.07 2.86572M22 4L12 14.01L9 11.01" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Ensure suitability</h3> <div class="c-richtext b-features__item-text"> <p>Make sure that recommendations meet client needs and support individual goals with lifetime cashflow planning and robust stress testing.</p> </div> </div> </li> </ul> </div> </div> </div> </section><section class="c-block b-solutions" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <h2 class="c-intro__headline">How we support you</h2> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> FE CashCalc </option> </select> <div class="b-solutions__tabs"> <button class="b-solutions__tab" x-on:click="setActive(0)" x-bind:class="active == 0 && 'active'"> FE CashCalc </button> </div> <div class="b-solutions__content" x-show="active == 0"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">FE CashCalc</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Provide valuable and robust recommendations with goal-based cashflow planning. Efficiently test suitability and demonstrate the value of your recommendations with powerful cashflow models, whilst digging deeper into specific scenarios with additional calculators.</p> </div> <div class="c-buttongroup mt-8"> <a href="/products/financial-advisers/fe-cashcalc" target="_blank" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Visually demonstrate clients' financial futures</li> <li>Incorporate personal and financial goals</li> <li>Ensure the suitability of your recommendations</li> <li>Complement cashflow plans with 25+ financial calculators</li> </ul> </div> </div> </div> </div> </div> </section> <section class="c-block b-testimonial" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">WHAT OUR CLIENTS SAY</p> <h2 class="c-intro__headline">How we're helping advice firms with financial planning</h2> </div> <div class="mt-10 md:mt-12"> <div class="b-testimonial__wrapper"> <div class="b-testimonial__content" x-data="carousel"> <div x-ref="content"> <div class="b-testimonial__content-quote" style=""> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> The really important thing with [cashflow modelling] is the outcomes that the clients get from it. And because they understand it, because it's graphical, it has meaning for them. So for clients, for me, with my relationship with clients, it's very, very special. </p> <div class="c-avatar "> <div class="c-avatar__image"> <img loading="lazy" src="/media/shofpkia/spectrum.png" alt="Spectrum"> </div> <div> <p class="c-avatar__name">Barry Davys</p> <p class="c-avatar__info">The Spectrum IFA Group</p> </div> </div> </div> <div class="b-testimonial__content-quote" style="visibility: hidden;opacity: 0;"> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> This software is simple to use and works by engaging clients in their financial futures, without overcomplicating things. </p> <div class="c-avatar "> <div class="c-avatar__image"> <img loading="lazy" src="/media/mebft5sc/yours-financially.png" alt="Yours Financially 1"> </div> <div> <p class="c-avatar__name">John Donaldson</p> <p class="c-avatar__info">Yours Financially</p> </div> </div> </div> </div> <div class="c-controls b-testimonial__controls"> <button class="c-controls__prev" x-on:click="prev()"> <svg viewBox="0 0 40 20" 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new tool to enhance your tech stack, bring efficiencies to your advice process, and help you provide the best outcomes for your clients.</p> </div> <div class="c-buttongroup mt-10"> <a href="/insights/how-to-choose-a-cashflow-planning-tool" target="_blank" class="c-button c-button--outline-primary" > Read now <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> </div> </section> <section class="b-cta c-block " id=""> <div class="container"> <div class="b-cta__content"> <ul class="b-cta__faces "> <li data-popout> <img loading="lazy" src="/media/j4wl2t1o/josh-robertson-headshot.png?width=150&v=1da810b5ea2c580" alt="Josh Robertson Headshot (1)" style="object-position:50% 50%;"> </li> <li data-popout> <img 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class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="Get in touch and we'll get back to you shortly" class="" width="760" height="126" loading="lazy" /> </div> <section class="c-block b-form " id=""> <div class="container"> <div class="grid gap-y-12"> <div class="col-span-12 b-form-hubspot md:col-span-6 lg:col-span-5"> <form action="/solutions/financial-advisers/financial-planning" class="c-form" enctype="multipart/form-data" id="formcabf9badfce3448ba5006a63d1b102a7" method="post"> <div class="c-form__intro mb-6"> </div> <input type="hidden" id="portalId" name="portalId" value="445778" /> <input type="hidden" id="formGuid" name="formGuid" value="2fdaed8a-4c12-47c7-a900-5e933a8c74e5" /> <div class="c-form__row "> <div class="c-form__input"> <label for="firstname"></label> <input type="text" id="firstname" name="firstname" placeholder="First name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="lastname"></label> <input type="text" id="lastname" name="lastname" placeholder="Last name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="email"></label> <input type="text" id="email" name="email" placeholder="Email" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="phone"></label> <input type="text" id="phone" name="phone" placeholder="Phone number" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="jobtitle"></label> <input type="text" id="jobtitle" name="jobtitle" placeholder="Job title" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="company"></label> <input type="text" id="company" name="company" placeholder="Company name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="country"></label> <select id="country" name="country" placeholder="" required> <option value="Ireland" >Ireland</option> <option value="United Kingdom" >United Kingdom</option> <option value="Switzerland" >Switzerland</option> <option value="Germany" >Germany</option> <option value="France" >France</option> <option value="Luxembourg" >Luxembourg</option> <option value="Ireland {Republic}" >Ireland {Republic}</option> <option value="Italy" >Italy</option> <option value="Spain" >Spain</option> <option value="Denmark" >Denmark</option> <option value="Sweden" >Sweden</option> <option value="Norway" >Norway</option> <option value="Australia" >Australia</option> <option value="Hong Kong SAR" >Hong Kong SAR</option> <option value="Singapore" >Singapore</option> <option value="Afghanistan" >Afghanistan</option> <option value="Albania" >Albania</option> <option value="Algeria" >Algeria</option> <option value="Andorra" >Andorra</option> <option value="Angola" >Angola</option> <option value="Antigua & Deps" >Antigua & Deps</option> <option value="Argentina" >Argentina</option> <option value="Armenia" >Armenia</option> <option value="Austria" >Austria</option> <option value="Azerbaijan" >Azerbaijan</option> <option value="Bahamas" >Bahamas</option> <option value="Bahrain" >Bahrain</option> <option value="Bangladesh" >Bangladesh</option> <option value="Barbados" >Barbados</option> <option value="Belarus" >Belarus</option> <option value="Belgium" >Belgium</option> <option value="Belize" >Belize</option> <option value="Benin" >Benin</option> <option value="Bhutan" >Bhutan</option> <option value="Bolivia" >Bolivia</option> <option value="Bosnia Herzegovina" >Bosnia Herzegovina</option> <option value="Botswana" >Botswana</option> <option value="Brazil" >Brazil</option> <option value="Brunei" >Brunei</option> <option value="Bulgaria" >Bulgaria</option> <option value="Burkina" >Burkina</option> <option value="Burundi" >Burundi</option> <option value="Cambodia" >Cambodia</option> <option value="Cameroon" >Cameroon</option> <option value="Canada" >Canada</option> <option value="Cape Verde" >Cape Verde</option> <option value="Central African Rep" >Central African Rep</option> <option value="Chad" >Chad</option> <option value="Chile" >Chile</option> <option value="China" >China</option> <option value="Colombia" >Colombia</option> <option value="Comoros" >Comoros</option> <option value="Congo" >Congo</option> <option value="Congo {Democratic Rep}" >Congo {Democratic Rep}</option> <option value="Costa Rica" >Costa Rica</option> <option value="Croatia" >Croatia</option> <option value="Cuba" >Cuba</option> <option value="Cyprus" >Cyprus</option> <option value="Czech Republic" >Czech Republic</option> <option value="Djibouti" >Djibouti</option> <option value="Dominica" >Dominica</option> <option value="Dominican Republic" >Dominican Republic</option> <option value="East Timor" >East Timor</option> <option value="Ecuador" >Ecuador</option> <option value="Egypt" >Egypt</option> <option value="El Salvador" >El Salvador</option> <option value="Equatorial Guinea" >Equatorial Guinea</option> <option value="Eritrea" >Eritrea</option> <option value="Estonia" >Estonia</option> <option value="Ethiopia" >Ethiopia</option> <option value="Fiji" >Fiji</option> <option value="Finland" >Finland</option> <option value="Gabon" >Gabon</option> <option value="Gambia" >Gambia</option> <option value="Georgia" >Georgia</option> <option value="Ghana" >Ghana</option> <option value="Greece" >Greece</option> <option value="Grenada" >Grenada</option> <option value="Guatemala" >Guatemala</option> <option value="Guinea" >Guinea</option> <option value="Guinea-Bissau" >Guinea-Bissau</option> <option value="Guyana" >Guyana</option> <option value="Haiti" >Haiti</option> <option value="Honduras" >Honduras</option> <option value="Hungary" >Hungary</option> <option value="Iceland" >Iceland</option> <option value="India" >India</option> <option value="Indonesia" >Indonesia</option> <option value="Iran" >Iran</option> <option value="Iraq" >Iraq</option> <option value="Israel" >Israel</option> <option value="Ivory Coast" >Ivory Coast</option> <option value="Jamaica" >Jamaica</option> <option value="Japan" >Japan</option> <option value="Jordan" >Jordan</option> <option value="Kazakhstan" >Kazakhstan</option> <option value="Kenya" >Kenya</option> <option value="Kiribati" >Kiribati</option> <option value="Korea North" >Korea North</option> <option value="Korea South" >Korea South</option> <option value="Kosovo" >Kosovo</option> <option value="Kuwait" >Kuwait</option> <option value="Kyrgyzstan" >Kyrgyzstan</option> <option value="Laos" >Laos</option> <option value="Latvia" >Latvia</option> <option value="Lebanon" >Lebanon</option> <option value="Lesotho" >Lesotho</option> <option value="Liberia" >Liberia</option> <option value="Libya" >Libya</option> <option value="Liechtenstein" >Liechtenstein</option> <option value="Lithuania" >Lithuania</option> <option value="Macedonia" >Macedonia</option> <option value="Madagascar" >Madagascar</option> <option value="Malawi" >Malawi</option> <option value="Malaysia" >Malaysia</option> <option value="Maldives" >Maldives</option> <option value="Mali" >Mali</option> <option value="Malta" >Malta</option> <option value="Marshall Islands" >Marshall Islands</option> <option value="Mauritania" >Mauritania</option> <option value="Mauritius" >Mauritius</option> <option value="Mexico" >Mexico</option> <option value="Micronesia" >Micronesia</option> <option value="Moldova" >Moldova</option> <option value="Monaco" >Monaco</option> <option value="Mongolia" >Mongolia</option> <option value="Montenegro" >Montenegro</option> <option value="Morocco" >Morocco</option> <option value="Mozambique" >Mozambique</option> <option value="Myanmar, (Burma)" >Myanmar, (Burma)</option> <option value="Namibia" >Namibia</option> <option value="Nauru" >Nauru</option> <option value="Nepal" >Nepal</option> <option value="New Zealand" >New Zealand</option> <option value="Netherlands" >Netherlands</option> <option value="Nicaragua" >Nicaragua</option> <option value="Niger" >Niger</option> <option value="Nigeria" >Nigeria</option> <option value="Oman" >Oman</option> <option value="Pakistan" >Pakistan</option> <option value="Palau" >Palau</option> <option value="Panama" >Panama</option> <option value="Papua New Guinea" >Papua New Guinea</option> <option value="Paraguay" >Paraguay</option> <option value="Peru" >Peru</option> <option value="Philippines" >Philippines</option> <option value="Poland" >Poland</option> <option value="Portugal" >Portugal</option> <option value="Qatar" >Qatar</option> <option value="Romania" >Romania</option> <option value="Russian Federation" >Russian Federation</option> <option value="Rwanda" >Rwanda</option> <option value="St Kitts & Nevis" >St Kitts & Nevis</option> <option value="St Lucia" >St Lucia</option> <option value="Saint Vincent & the Grenadines" >Saint Vincent & the Grenadines</option> <option value="Samoa" >Samoa</option> <option value="San Marino" >San Marino</option> <option value="Sao Tome & Principe" >Sao Tome & Principe</option> <option value="Saudi Arabia" >Saudi Arabia</option> <option value="Senegal" >Senegal</option> <option value="Serbia" >Serbia</option> <option value="Seychelles" >Seychelles</option> <option value="Sierra Leone" >Sierra Leone</option> <option value="Slovakia" >Slovakia</option> <option value="Slovenia" >Slovenia</option> <option value="Solomon Islands" >Solomon Islands</option> <option value="Somalia" >Somalia</option> <option value="South Africa" >South Africa</option> <option value="South Sudan" >South Sudan</option> <option value="Sri Lanka" >Sri Lanka</option> <option value="Sudan" >Sudan</option> <option value="Suriname" >Suriname</option> <option value="Swaziland" >Swaziland</option> <option value="Syria" >Syria</option> <option value="Taiwan" >Taiwan</option> <option value="Tajikistan" >Tajikistan</option> <option value="Tanzania" >Tanzania</option> <option value="Thailand" >Thailand</option> <option value="Togo" >Togo</option> <option value="Tonga" >Tonga</option> <option value="Trinidad & Tobago" >Trinidad & Tobago</option> <option value="Tunisia" >Tunisia</option> <option value="Turkey" >Turkey</option> <option value="Turkmenistan" >Turkmenistan</option> <option value="Tuvalu" >Tuvalu</option> <option value="Uganda" >Uganda</option> <option value="Ukraine" >Ukraine</option> <option value="United Arab Emirates" >United Arab Emirates</option> <option value="United States" >United States</option> <option value="Uruguay" >Uruguay</option> <option value="Uzbekistan" >Uzbekistan</option> <option value="Vanuatu" >Vanuatu</option> <option value="Vatican City" >Vatican City</option> <option value="Venezuela" >Venezuela</option> <option value="Vietnam" >Vietnam</option> <option value="Yemen" >Yemen</option> <option value="Zambia" >Zambia</option> <option value="Zimbabwe" >Zimbabwe</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="solution_interest">Solution Interest</label> <select id="solution_interest" name="solution_interest" placeholder="" > <option value="Registration & Filing" >Registration & Filing</option> <option value="Document Production" >Document Production</option> <option value="Distribution" >Distribution</option> <option value="Feeds" >Feeds</option> <option value="Marketing & Digital" >Marketing & Digital</option> <option value="Research & Insights" >Research & Insights</option> <option value="ESG Reporting" >ESG Reporting</option> <option value="Client Onboarding & Engagement" >Client Onboarding & Engagement</option> <option value="Financial Planning" selected>Financial Planning</option> <option value="Investment Research" >Investment Research</option> <option value="Model Portfolio Service" >Model Portfolio Service</option> <option value="Nexus for Asset Managers" >Nexus for Asset Managers</option> <option value="Nexus for Financial Advisers" >Nexus for Financial Advisers</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="notes__c"></label> <textarea id="notes__c" name="notes__c" placeholder="So we can better address your request, please provide some additional information about your enquiry." ></textarea> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="contact_us_topic">Contact Us Topic</label> <select id="contact_us_topic" name="contact_us_topic" placeholder="" > <option value="Help and Support" >Help and Support</option> <option value="Fund Managers - products" >Solutions for Fund Managers</option> <option value="Financial Advisers - products" selected>Solutions for Financial Advisers</option> <option value="Fund Distributors - products" >Solutions for Fund Distributors</option> <option value="HR / Careers" >HR / Careers</option> <option value="Product Training" >Product Training</option> <option value="Events" >Events</option> <option value="PR and Media" >PR and Media</option> <option value="Other" >Other</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="basis_of_consent">Basis of consent</label> <select id="basis_of_consent" name="basis_of_consent" placeholder="" > <option value="Consent to communicate granted" selected>Consent to communicate granted</option> <option value="Legitimate interest" >Legitimate interest</option> <option value="No consent given" >No consent given</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="source_of_contact">Source of contact</label> <select id="source_of_contact" name="source_of_contact" placeholder="" > <option value="FCA Feed" >FCA Feed</option> <option value="Autus Data" >Autus Data</option> <option value="SSales/Acc Mgt team interaction" >Sales/Acc Mgt team interaction</option> <option value="3rd party event" >3rd party event</option> <option value="Client support case" >Client support case</option> <option value="Linkedin Sales Navigator" >Linkedin Sales Navigator</option> <option value="Gotowebinar registration" >Gotowebinar registration</option> <option value="Product registration/database" >Product registration/database</option> <option value="Corporate website form submission" selected>Corporate website form submission</option> <option value="Customer portal registration" >Customer portal registration</option> <option value="Company acquisition" >Company acquisition</option> <option value="FE fundinfo event registration" >FE fundinfo event registration</option> <option value="LinkedIn Ad" >LinkedIn Ad</option> <option value="Generic mailbox enquiry" >Generic mailbox enquiry</option> <option value="ASIC Data" >ASIC Data</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="leadsource">Lead source</label> <select id="leadsource" name="leadsource" placeholder="" > <option value="Word of Mouth - Client Referral" >Word of Mouth - Client Referral</option> <option value="Word of Mouth" >Word of Mouth</option> <option value="Webinar - Third Party" >Webinar - Third Party</option> <option value="Webinar - FE Hosted" >Webinar - FE Hosted</option> <option value="Webinar - FE fundinfo" >Webinar - FE fundinfo</option> <option value="Webinar - 3rd Party" >Webinar - 3rd Party</option> <option value="Web" >Web</option> <option value="Via Trustnet Team" >Via Trustnet Team</option> <option value="Via Training Team" >Via Training Team</option> <option value="Via Training Session - Referral" >Via Training Session - Referral</option> <option value="Via Support" >Via Support</option> <option value="Via KII Hub BDM" >Via KII Hub BDM</option> <option value="Via Institutional BDM" >Via Institutional BDM</option> <option value="Via Institutional AM" >Via Institutional AM</option> <option value="Via GFR Team" >Via GFR Team</option> <option value="Via GFR BDM" >Via GFR BDM</option> <option value="Via fundinfo Team" >Via fundinfo Team</option> <option value="Via Fund Manager BDM" >Via Fund Manager BDM</option> <option value="Via Fund Manager AM" >Via Fund Manager AM</option> <option value="Via FE Invest BDM" >Via FE Invest BDM</option> <option value="Via DRM Team" >Via DRM Team</option> <option value="Via DRM" >Via DRM</option> <option value="Via Distributor BDM" >Via Distributor BDM</option> <option value="Via Distributor AM" >Via Distributor AM</option> <option value="Via Distribution Team" >Via Distribution Team</option> <option value="Via Customer Success Team" >Via Customer Success Team</option> <option value="Via Australian BDM" >Via Australian BDM</option> <option value="Via Asia BDM" >Via Asia BDM</option> <option value="Via Adviser BDM" >Via Adviser BDM</option> <option value="Via Adviser AM" >Via Adviser AM</option> <option value="Trade Show" >Trade Show</option> <option value="Telemarketing" >Telemarketing</option> <option value="SJP Academy Deal" >SJP Academy Deal</option> <option value="Seminar - Partner" >Seminar - Partner</option> <option value="Seminar - Internal" >Seminar - Internal</option> <option value="Quarterly Account Review" >Quarterly Account Review</option> <option value="Public Relations" >Public Relations</option> <option value="Prime Awards" >Prime Awards</option> <option value="Partner" >Partner</option> <option value="Other" >Other</option> <option value="Need to insert Lead Sources" >Need to insert Lead Sources</option> <option value="MPS Directory FEI" >MPS Directory FEI</option> <option value="LinkedIn Sales Navigator" >LinkedIn Sales Navigator</option> <option value="Intelliflo Referral" >Intelliflo Referral</option> <option value="Infolink.com.au" >Infolink.com.au</option> <option value="Inflationary" >Inflationary</option> <option value="Health Client Direct" >Health Client Direct</option> <option value="Health Agency Direct" >Health Agency Direct</option> <option value="FE Transmission" >FE Transmission</option> <option value="FE fundinfo Events" >FE fundinfo Events</option> <option value="FE fundinfo Event" >FE fundinfo Event</option> <option value="External Referral" >External Referral</option> <option value="Event - 3rd Party" >Event - 3rd Party</option> <option value="Employee Referral" >Employee Referral</option> <option value="Emailed In" >Emailed In</option> <option value="Email Campaign" >Email Campaign</option> <option value="DirPlusApr07" >DirPlusApr07</option> <option value="Direct Mail Campaign" >Direct Mail Campaign</option> <option value="Direct Mail" >Direct Mail</option> <option value="Cross Sell - Cold Call" >Cross Sell - Cold Call</option> <option value="Corporate Website" selected>Corporate Website</option> <option value="Change Request" >Change Request</option> <option value="Called in Direct" >Called in Direct</option> <option value="AMB Lead" >AMB Lead</option> <option value="Advertisement" >Advertisement</option> <option value="3rd Party Platform BDM" >3rd Party Platform BDM</option> <option value="3rd party Event/Conference" >3rd party Event/Conference</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="audience_type">Select Financial Advisers</label> <select id="audience_type" name="audience_type" placeholder="" > <option value="Fund Distributors" >Fund Distributors</option> <option value="Fund Managers" >Fund Managers</option> <option value="Financial Advisers" selected>Financial Advisers</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="form_type">Form Type</label> <select id="form_type" name="form_type" placeholder="" > <option value="Blog Subscription" >Blog Subscription</option> <option value="Event-virtual" >Event-virtual</option> <option value="Event-in-person" >Event-in-person</option> <option value="ToFu" >ToFu (awareness)</option> <option value="MoFu" selected>MoFu (solution pages)</option> <option value="BoFu" >BoFu (product pages)</option> <option value="Trial/Demo" >Trial/Demo</option> <option value="Contact Us" >Contact Us</option> <option value="Whitepaper" >White Paper</option> <option value="Document Request" >Document Request</option> <option value="Insti Contact Data" >Insti Contact Data</option> <option value="Adv Contact Data" >Adv Contact Data</option> <option value="Report" >Report</option> <option value="Generic Contact Data" >Generic Contact Data</option> <option value="Research Survey" >Research Survey</option> <option value="Infographic" >Infographic</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="fechannel">FE Channel</label> <select id="fechannel" name="fechannel" placeholder="" > <option value="adv" selected>ADV</option> <option value="inst" >INST</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_campaign">Leave blank - auto populated</label> <input type="text" id="utm_campaign" name="utm_campaign" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_medium">Leave blank - auto populated</label> <input type="text" id="utm_medium" name="utm_medium" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_source">Leave blank - auto populated</label> <input type="text" id="utm_source" name="utm_source" placeholder="" /> </div> </div> <div class="c-form__row"> <button class="c-button c-button--full c-button--primary"> Submit <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path> </svg> </span> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qZiZ4DRaLLUOsvwNLi5Uqfa3e5JVeF7j-MLs7BjoKwfw6kVQVHNOhvbwmYBgnm4c9QVO8E-sGevn3yyCMmo19BzLS2a_I8Ki6sbyHB0PcRnEWKfCTpRrArXNmrVBHTL5RA" /><input name="ufprt" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qY73yWVGS4hngPj_Wjg2FAWXrbN559a9CA69ge6eo5NDRYIBYYYVTQEvEcT3IHmMGLgHl2CVAJKV5XUGelrKvChw_-K6-1aHPSSzgUjFiLRpMl05L-AAiK7916mnDTSvUU" /></form> </div> </div> </div> </section> </div> </div> </div> </div> </div> </div> </div> </section> <section class="c-block b-entries " id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">RELATED SOLUTIONS</p> <h2 class="c-intro__headline">Discover what more we can help you achieve</h2> </div> <div class="grid gap-y-8 mt-16"> <div class="col-span-12 lg:col-span-6" data-fadein> <a href="/solutions/financial-advisers/client-onboarding-engagement" class="b-entries__entry" > <div class="b-entries__background"> <img 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