1
Capture client context
Use Client Remarks to capture goals, preferences, constraints, and what the client actually cares about—while the system automatically updates the analysis.
Solutions - Financial Planners
Turn planning conversations into clear recommendations clients understand.
WealthLink helps financial planners match suitable investment solutions to client goals, explain tradeoffs in plain English, and generate meeting-ready talk tracks, FAQs, and client-ready proposal summaries, fast.
Clients want clarity. Planners lose time translating complexity.
Financial planning is relationship-driven, but the work around recommendations can be repetitive and time-consuming: comparing options, explaining tradeoffs, answering the same questions, and building a client-friendly write-up that does not sound generic.
Common pain points
- Too much time comparing investment options and articulating why this one
- Client questions are predictable, but answering consistently is not
- Market volatility creates anxiety that requires clear narratives
- Writing meeting-ready explanations and summaries takes longer than it should
What WealthLink Does for Financial Planners
Match -> explain -> communicate, without starting from a blank page.
WealthLink is an AI-powered planning assistant that helps you connect client context to suitable investment solutions, then produces the communication assets you need to move the plan forward: analysis, talk track, FAQs, and a client-ready summary.
Core outcomes
- Faster, more consistent recommendation work product
- Clearer client conversations (less jargon, fewer follow-up loops)
- More confidence when clients ask why now or what could go wrong
- Better continuity across meetings using saved client context
A workflow built around planner conversations, not generic chat.
2
Match and compare solutions
WealthLink generates a Matched Product List and shows Match Analysis across factors like risk preference, liquidity, time horizon, region/currency exposure, and sector preferences so you can explain the fit.
3
Deliver a client-ready explanation pack
Generate your Sales Pitch (talk track), FAQ responses, and a polished Investment Proposal summary the client can review.
Planner Use Cases
Use Case 1
Recommend the right investment solution faster
Stop searching. Start shortlisting.
When a client plan points to an investment move, WealthLink helps you quickly narrow the universe to a few best-fit options, then arms you with the reasoning behind each one.
Before / With / Outcome
- Before WealthLink: long research, scattered data, inconsistent recommendations.
- With WealthLink: instant client insights, personalized prep, smarter product matches.
- Outcome: better first-meeting success and shorter decision cycles.
What you use in WealthLink
- Matched Product List to shortlist options
- Similar Product to compare alternatives
- Match Analysis to justify the recommendation in client language
Use Case 2
Handle client questions and objections with confidence
Answer the hard questions before they become deal-breakers.
Clients do not just ask what you recommend. They ask what could go wrong, what it costs, and whether it fits their timeline. WealthLink generates consistent, plain-English answers you can use in meetings or follow-ups.
What you use in WealthLink
- FAQ for predictable client questions
- Chatbot for real-time Q&A (Explain it like I am a client)
- Sales Pitch to structure the conversation and objections
Use Case 3
Explain why now during volatile markets
Turn market noise into a calm, client-specific narrative.
When markets are moving, clients need context that maps to their plan and positioning. WealthLink helps you provide a clear explanation, not a generic market recap.
What you use in WealthLink
- Trend and Analysis for market context
- Chatbot to tailor the narrative to the client concerns
- Investment Proposal to document next steps clearly
For clients
- Portfolio monitoring and alerts
- Market-driven insights tailored to their positioning
- Transparent explanations they can actually follow
For the firm
- Visibility into recommendation patterns and what resonates
- Product effectiveness insights (what is being used and why)
- A consistent client experience across advisors
Use Case 4
Produce a client-ready summary without extra writing
A clean deliverable that clients will actually read.
WealthLink turns your recommendation into a structured, client-friendly summary so clients walk away with clarity and a next step, not a pile of jargon.
What you use in WealthLink
- Investment Proposal for the written summary
- Sales Pitch for the meeting narrative
- Client Remarks to keep it personalized
Capabilities for Financial Planners
Client Remarks
Store client goals, preferences, and meeting context, with analysis updated automatically.
Matched Product List
shortlist best-fit solutions quickly
Match Analysis
explain fit across risk, liquidity, horizon, and preferences
Similar Product
compare alternatives side-by-side
Sales Pitch
meeting-ready talk track + objections handling
FAQ
client-friendly explanations and answers
Chatbot
interactive Q&A in real time
Trend and Analysis
market context for why now conversations
Trainer
quality control and consistency for outputs
Planner-grade outputs, not generic AI drafts.
WealthLink is designed to produce structured, reusable advisor deliverables so your recommendations are consistent, explainable, and easier to communicate across clients.
FAQ - Financial Planners
Is WealthLink only for investment proposals?
No. Its core value is matching solutions to client context and generating the explanation tools (analysis, FAQs, talk tracks) that support the recommendation.
Can I use WealthLink if I am planning-first and not product-first?
Yes. WealthLink helps translate planning goals and constraints into a shortlist of suitable investment solutions with clear tradeoffs.
How does WealthLink help in client meetings?
It gives you a ranked shortlist, why this fits reasoning, and meeting-ready talk tracks and FAQs to handle questions smoothly.
Does WealthLink replace financial planning software?
No. WealthLink supports how you communicate and implement recommendations, without claiming to replace your planning platform.
Can I compare alternatives when a client asks what else?
Yes. Similar Product and Match Analysis make it easy to compare options and explain differences in plain English.
Make recommendations easier to explain, and easier for clients to say yes to.
See how WealthLink helps financial planners match the right solutions to each client and deliver clear, client-ready explanations.
Book a demo