FMA Advisor™ is a web-based application that guides financial advisors to easily and consistently deliver high-quality advice during every client contact. FMA Advisor offers a powerful client interaction and presentation solution built on a wealth of knowledge across the spectrum of personal financial planning domains. Instant access to legal-approved, regulatory-compliant information including:
- Personal Finance
- Business Owner
- Education Planning
- Estate Planning
- Government Benefits
- Investment Planning
- Protection Planning
- Retirement Planning
- Special Situations
- and Tax Planning
Multiple search options. Advisors can search by life event, by financial goals or using the free text search optioning using key words.
Fully XML-based. FMA Advisor is written in XML (Extensible Markup Language), which is designed for maximum flexibility.
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