Upgrade your financial planning strategy and take your practice to new heights with our user-friendly tools and scalable solutions
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A financial planning solution designed to deliver
NOVATRAK IS YOUR FINANCIAL PLANNING Command Center
Created By Advisors for Advisors
As advisors we understand how hard it is to help your client take meaningful action year over year. NovaTrak was created to provide a simpler way to deliver a holistic and customized financial plan that your clients will actually follow.
The NovaTrak System Includes:
Financial Plan Summary
Present data, analysis, and recommendations in an engaging way.
An interactive document that can be emailed to the client from the dashboard. Allows for collaborative interaction between client and advisor that captures the dreams of the clients and the meaningful notes for the advisor.
Goals Workbook
Customizable Fee Calculator
Build a subject based, package based, or flat fee calculator that can be emailed to your clients that will provide them with a clear understanding of the services they will receive and what they are paying for those services.
Track key performance data for your practice. Now you can see and organize your book of business by total revenue per household, client annual review dates, payment details, status of plans in progress, and upcoming actions for clients and advisors.
Practice Management Dashboard
OneTraktm
You will be able to inspire your clients to action with a 12-month target action plan that organizes and prioritizes the steps that they need to take to hit their milestones.
Downloadable workflows & templates that include an interactive goals discovery, document checklist, client-facing emails & experience timeline.
Streamlined process from prospect to implementation
Client Engagement
& Profitablity
You want to deliver customized financial plans and keep clients engaged, but you also want a profitable business.
Now You Can!
You Can Try NovaTrak for a single client Absolutely Free
NovaTrak is a revolutionary tool that can simplify your practice while delivering PREMIUM service to your clients. Find out how well it can fit into your planning process, today, by trying it out for a single client.