Financial Presentations
Description
WealthIgniter was developed to help you, the financial advisor, do what you do best: Have conversations that change your clients lives forever. Having the right set of tools at your finger tips makes that job easier by visualizing complex financial concepts in a simple step-by-step way that gets your client on the same page. WealthIgniter’s full suite of financial calculators puts all the tools you need to facilitate great conversations with your client.
Build step-by-step presentations using WealthIgniter's powerful calculators along with your own custom built slides. Customize your presentation slides by adding your own text, colors, images, backgrounds, video, etc.
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CLIENT FACING
All of WealthIgniter's tools are designed to be client facing, so you can always count on a clean, ad-free experience. Plain and simple.
CALCULATORS
WealthIgniter's full suite of financial calculators puts all the tools you need to facilitate great conversations with your client. All in one place.
FINANCIAL EDUCATION
Learn the skills required to unlock your wealth potential. WealthIgniter training classes are held on a regular basis.
PRESENTATIONS
Build a step-by-step presentation using WealthIgniter's powerful calculators along with your own custom built slides.
Features
- An clean, professional-looking, client-facing interface
- Full suite of financial calculators
- Presentation Builder
- Customizable slide builder
- Helpful documentation and explanatory details on each calculator
- Unlimited Presentations
- Share presentations with other users
Benefits
- Impress clients and gain confidence
- No more clicking around the web for the right calculator
- Customized presentations for your client
- Share/receive presentations with other users and Igniter staff