Plotting a path to achieving financial goals
There is no ‘one size fits all’ solution for financial planning – your customers may need one-off advice on a particular topic such as retirement, or a comprehensive plan for their overall finances with ongoing support.
Stack Financial Planning bundles resources, software and a complimentary support helpline which provides direct, one to one financial planning consultations* with qualified professionals.
The Business Stack platform delivers all the benefits of Stack Financial Planning to your customers with the reassurance that all resources and advice are provided by qualified financial planners or investment professionals.
In addition, the platform facilitates the exchange of information between all modules and services to deliver a hyper-personalised customer journey which includes AI driven download recommendations and just in time notifications by SMS or email.
Platform engagement is monitored and captured in monthly insight reports which can be used to drive your business decisions and identify additional opportunities.
*Where customers seek repeated assistance for the same issue they will need to assign a financial planner; ongoing support packages will be available at special discounted rates reserved only for business stack platform customers. Lines open Monday-Friday 09:00-17:00. Excluding Bank holidays.
Included with stack financial planning
With stack financial planning your customers have access to the following benefits to support their financial goals:
- Financial Planning support helpline
Customers can discuss their query with a financial planner or investment professional*
- Financial Planning software
- Financial Planning support mailbox
Email queries responded to via the customer’s preferred communication method
- Expert know how and tips
- Discounted rates available on additional financial planning services (up to 10%)
and preferential rates
Everyone has different lifestyles and financial circumstances, aims for the future and attitudes towards investing.
Creating a financial plan helps your customers see the big picture and set long and short-term life goals, a crucial step in mapping out their financial future. When a plan is in place, it’s easier to make financial decisions and supports customers to stay on track to meet their goals.
The Stack Financial Planning helpline provides customers the opportunity to discuss what they have and what they want to achieve.
All initial consultations are complimentary.