Platforms
Supporting every phase of the business
No personal data collection needed
EDGE - Smart Advisory Platform 📊
Edge is a financial planning tool designed to assist consultants in creating visually compelling and impactful financial presentations for their clients.
With a clean interface and simple input fields, consultants can easily build and present financial scenarios that are clear, impactful, and client-friendly.
It’s financial planning made smarter, faster, and more visually compelling.
Empowering advisors to:
🤝 Close larger cases with impactful shortfall visualizations
🗃️ Easily create financial portfolios for comprehensive client planning
💰 Dividend and investment illustrator, making ILP presentations easier
📊 Leverage data-driven insights to boost business growth
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Pirlo.io - Advisor Bot 📱
Pirlo Chatbot streamlines financial advisors’ workflows by offering advisory space assistance, navigation to key tools, and CRM support for information management.
Empowering advisors with:
🔍 Policy Navigator, capable of handling advisor queries and simulating role-play scenarios for appointment training and rehearsals
🤖 Core integrator, linking seamlessly with Edge Financial Planning Software, the Advisory Resources Library, and Client Rewards Bot
📊 Enabling consultant activity tracking for white-label agencies, feeding real-time data into a visual dashboard for clear, actionable insights
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My Advisor Connect - User Rewards Bot 📱
My Advisor Connect empowers consultants to rewards clients with a unique chatbot that offer values, personalization, and engagement — all with no personal data required.
Helping Advisors with:
📰 Weekly finance and lifestyle newsletters to spark conversations, strengthen client relationships, and keep consultants top-of-mind
🤩 Referral feature that allows users to refer others, enabling consultants to expand their reach and follow up with new leads
🗺️ Map scanning tool that showcases local promotions and lifestyle events — all in a single interactive map, enhancing the client experience
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