Financial Plan in 20 Minutes or Less
With inTELOSfp, you can now offer your clients a plan that makes your recommendations and their financial future more clear and understandable than ever before!
Better Closing Ratio
Convert Prospects to Clients
Happier Clients
Plans are now Easier to Understand
More Referrals
Increase Customer Referrals
Clients On-board themselves!
Your clients can use inTELOSfp to upload their own personal information before your first meeting, saving YOU time in your busy day. Pop-ups give clients extra assistance If they need it.
Easy to Learn and Easy to Use
Each screen and tool requires just a few clicks whether you are creating a new plan or revising a plan with a client. Enter important information once and it carries through all the tools and calculators automatically.
Manage your goals and productivity
A comprehensive dashboard lets you evaluate your closing ratios and goals. You can even benchmark yourself against other financial advisors in your firm or nationwide.
Increases conversions
Convert more prospects to clients than ever before!
Saves time
Go from client On-boarding to a complete financial plan in under 20 minutes.
Client-friendly
Clients will actually understand their plan and want to take immediate action.
Delivers more assets
InTELOSfp will differentiate you from the competition and help bring in more assets than ever before.
Convenient dashboard
Track you and your firm's annual goals, and benchmark yourself against the industry.
Self-Registration
Clients onboard themselves in less than 5 minutes!
Automatic calculations
Enter data once and inTELOSfp handles the rest! RMD, Social Security, income tax brackets, monthly income, and net worth calculations are all done for you!
Easy-to-use
So easy to use that you’ll be creating your first plan within minutes!
Choose a white label version for an extra professional touch
Financial advisors can choose a white label option to make a more impactful presentation to their clients. It’s easy…just upload your logo and we’ll take care of the rest.