Everyone needs an independent financial assessment, right?
Boulevard R’s software, branded for financial advisors does just that. We help advisors better serve their community by providing a quick, meaningful answer to the question “Am I financially on track?” for every person who takes 5 minutes to complete the interactive, visual goals process.
On top of that, everyone who signs up gets a personalized 8 page Starter Roadmap, as well as a customized online Dashboard, designed to help members of your community reach their goals.
To explain exactly how the software works, which leading organizations are using it and also address security and privacy concerns, we’ve create this short 11 minute (it says 15 minutes on the slide, but we managed to shorten it during the editing process) video:
For advisors who want to embed this video on their own site, just go to:
Or paste in this code:
<object width=”640″ height=”505″><param name=”movie” value=”http://www.youtube.com/v/FN4Z0QS_iJY?fs=1&hl=en_US&rel=0″></param><param name=”allowFullScreen” value=”true”></param><param name=”allowscriptaccess” value=”always”></param><embed src=”http://www.youtube.com/v/FN4Z0QS_iJY?fs=1&hl=en_US&rel=0″ type=”application/x-shockwave-flash” allowscriptaccess=”always” allowfullscreen=”true” width=”640″ height=”505″></embed></object>