Turn Insights into Action with Personalized Planning Smart Plan Request a demo Key Features How we are transforming financial planning engagement Peer Benchmarking Empower users with peer benchmarks and custom goal recommendations Personalize Outreach Fetch user profile data to personalize planning and outreach Advisor Leads Generate high-quality advisory leads through demonstrated intent External Account Linking Encourage account linking and self-service goal management Nurture & Engage Drive insight-based engagement with business intelligence tools All-in-one Smart Plan powers personalized planning and advice journeys. FinApps Drive Engagement with a Complete Financial Experience Learn more Asset Transfer Verification Unified Platform Driving Onboarding and Asset Growth Learn more Wealth Aggregation Modular APIs empower wealth firms with personalized intelligence. Learn more How it works Smart Plan starts with a brief user questionnaire to gather profile data, benchmark against peers, and generate personalized financial goals. From there, users can connect accounts, begin self-service planning, or opt to engage directly with an advisor. Inspire Prospect Engagement Engage prospects through peer benchmarks and goal setting Personalize Client Actions Deliver next best actions with behavioral segmentation Unlock Advisory Opportunities Convert activity into qualified advisory and marketing leads Unified Experience Integrates with leading platforms Smart Plan easily embeds into financial wellness, advice, CRM, and marketing workflows via configurable endpoints and Yodlee APIs. Guide users to specific platform actions to deepen engagement. What our clients are saying “The goal is to simplify the advisor experience. By offering a single, streamlined platform, we enable advisors to provide more tailored and effective financial advice.” Rob Bateman, Senior Vice President, Advisor 360 contact us Experience the Power of Yodlee
