A TURNKEY SOLUTION FOR FINANCIAL ADVISORS

We offer seamless integration with the following top CRM’s.

Redtail

Salesforce

Please reach out to our support team for additional CRM requests.

FDC Plan on Purpose was designed to be a client-facing tool. Clients can easily follow along during the meeting as you review each planning topic with them. The website can be mirrored on a TV or other presentation tool during your meetings. You can also export data as a PDF to print and review with clients.

We have pre-recorded training videos for you to access at your convenience.

You can also contact our support team with additional questions.

We are here to help you navigate the tool and present the best experience to your client.

Looking for additional training? We have a library of training videos.

We are committed to keeping your data secure by following industry-leading practices. Our server data centers meet strict network and physical security compliance standards. Our proactive hardware and software monitoring mechanisms help detect threats, so they could be neutralized quickly.

To ensure the effective utilization of FDC Plan on Purpose, it is not necessary to input any personally identifiable information (PII) regarding your clients, except for their name and email address. Furthermore, by implementing data encryption for information entered into FDC Plan on Purpose during both transit and storage within our database, we maintain a robust and stringent level of security for the data you provide within the platform.