Features
Delivering Holistic Financial Plans
Made Simple
NovaTrak was created and tested by advisors who want to provide meaningful financial planning support to their clients. Our product features allow you to make a real impact while also maintaining your practice’s profitability and efficiency.
The NovaTrak Platform Includes:
The easy to read and understand financial plan summary puts everyone on the same page, literally. Viewing the client’s plan overview all in one place gives you the ability to easily refresh your memory in preparation for annual meetings or when your clients call in with questions. This summary also allows you to provide your clients with deliverables that give them a tangible understanding of their financial plan.
Flexibility and clarity are the two most important aspects of cost calculations. With our customizable fee calculators, you can create subject based, package based or flat fee plans that, when emailed to your clients, will provide them with a clear understanding of what they are paying for when they work with you.
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.
Practice Management Dashboard
Being designed by advisors means that the NovaTrak system was created with advisor workflow top of mind. The practice management dashboard gives you the power to manage every aspect of your firm from a single location. You can track key performance data for your practice as well as 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.
The end goal has always been better outcomes for the client. However, reaching these goals often requires action to be taken by the clients themselves. With OneTrak, you can provide tangible accountability for the client and finally 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.
So much needs to take place behind the scenes to move someone from prospect to successful client. We’ve taken the guesswork out of that process and create downloadable workflows and templates to help you with everything from goals discovery and document checklists to client-facing emails and experience timelines.
Get Started with NovaTrak Absolutely Free
You can try the ENTIRE NovaTrak system on one client with absolutely ZERO commitment. What have you got to lose?