Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
- RIAs
- Family offices
- Retirement plans
Client experienceCustom quote
ROL Advisor
Digital discovery tools, training and content for advisors practicing life-centered planning
Portland, OR, USFounded 2016roladvisor.comNot yet confirmed by the company
What it does
ROL Advisor is a membership program for financial advisors that combines digital discovery tools with training and marketing content built around life-centered planning. Advisors use it to structure early client conversations around the client's life before building the financial plan.
The digital tools follow three questions. Fiscalosophy looks at how a client's views on money formed, the Money/Life Index scores how well current spending supports the life they want, and $Lifeline maps upcoming life transitions. A separate Retirement Coaching tool covers the move into retirement. Members also get a resource center with monthly ghostwritten articles, client presentations, curated social media links, and quarterly webinars.
The company was founded in 2016 by author and speaker Mitch Anthony and Steve Sanduski, CFP, and lists Portland, Oregon, as its address. Plans range from $49 a month for $Lifeline to $220 a month for all tools.
Features
- Money history discovery exercise
- Money/Life Index assessment
- Life transitions timeline
- Retirement coaching tool
- Ghostwritten client articles
- Advisor training webinars
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- All tools $220/month ($197/month annual); Retirement Coaching $99/month; $Lifeline $59/month ($49/month annual)
- Deployment
- Cloud
Coverage from The Daily Network
Full coverage recordNo stories about ROL Advisor yet.
Follow ROL Advisor to get our reporting on it as it is published.
Other Client experience vendors
All alternatives to ROL Advisor
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
Absolute EngagementIn the news
Client and prospect feedback platform that captures sentiment through the advice journey and flags growth opportunities
- RIAs
Client experienceCustom quote
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote