FINANCIAL PLAN in 20 minutes or less
With inTELOSfp, you can now offer your clients a plan that makes your recommendations and their financial picture more clear and understandable than ever before!
The fastest and easiest planning software for financial advisors on the market
Introducing inTELOSfp, the newest way financial professionals can present easy-to-understand financial plans to their clients. It features automatic calculations, customization, and color-coding for an intuitive, client-friendly experience.
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 intuitive financial software 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 use
As a financial planner, you will save time because inTELOSfp is easy to use. Each screen and tool requires just a few clicks whether you are creating a new plan or sharing options with a client. Enter important information once and it carries through all the tools and calculators automatically.
Manage your goal and productivity
A comprehensive dashboard lets you see how you are doing on closing ratios and yearly goals. You can even benchmark yourself against other financial advisors in your firm or nationwide.
The SMART way to create financial plans!