The new platform is powered by the firm’s in-house MoneyGuidePro platform. The company claims that GPM will enable advisors to customize the level of planning they do for each client in a streamlined workflow.
It will also enable advisors to create retirement analysis with minimal data input. Advisors can also incorporate new features in the plaftform which allow more sophisticated analysis for business owners, the company claimed.
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Raymond James added that GPM will also offer highly visual outputs for the client in a variety of forms based on the advisor’s individual approach. Plan results can be presented on an iPad, a monitor in the advisor’s office, the firm’s Investor Access client site or with intuitive printed output.
Raymond James senior vice president of Wealth Management Solutions Patrick O’Connor claimed that that GPM will revolutionize how advisors develop retirement and other goal plans for their clients, as well as the way they interact with those plans going forward.
"With GPM, advisors at Raymond James can create a living plan that uses the client’s unique goals and priorities as the foundation of their ongoing recommendations. With a single click, they can revise a plan with up-to-date holdings and values, making it more efficient to use in ongoing client review meetings," O’Connor added.
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