LifeXplorer
THE FIRST
GOALS
BASED
ADVICE
APP
Web based version
For iPads
WHY YOU NEED LIFEXPLORER
Advisers are feeling under pressure and unsupported
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Relentless media focus on 'problems' in the Industry
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Regulatory changes aimed at putting client interest first
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Can be difficult to identify what 'putting client's interest first' means in the context of the adviser/client meeting.
LifeXplorer is an independent tool that supports advisers (face to face or via phone) in identifying client goals, while acting in their best interests and motivating them to take action
Customers are disillusioned, confused and stressed
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The majority of Australians are concerned about their finances
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Consumers find it difficult to differentiate good advice from conflicted advice
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Consumers are increasingly seeking more personalised service and advice that addresses their specific situations
LifeXplorer gives customers the confidence that their own personal situation has been understood by their adviser, and that their financial plan will reflect their unique needs
HOW IT WORKS
GENUINE GOALS FROM LIFE EVENTS
Finding meaningful, prioritised goals becomes possible through the exploration of events in a client's life.
INTERACT WITH CLIENT
The interactive use of the app by both the client and adviser builds trust.
CUSTOMISABLE CLIENT PROFILE TEMPLATES
Customisable client templates mean that every conversation starts with a set of well-matched life events.
BRANDED FOR YOUR FIRM
Reports and screens can be branded with your name and company logo.
IMMEDIATE REPORTING
All information collected can be exported in Word or PDF formats, which can be sent immediately to the client, or saved as part of the client's file in your advice management software.
VALUES EXPLORATION
An inbuilt values activity enables the client to identify what truly motivates them.
CRITICAL DATA AT THE POINT OF CONVERSATION
You can insert relevant questions and insights into each goal card.
This short video shows you how to set up and use LifeXplorer.
HOW-TO-USE LIFEXPLORER VIDEOS
How to use the LifeXplorer App
Working with templates
FREE TRIAL
We'd really like you to try out LifeXplorer, and by registering using the link below, you can set yourself up with a trial version of the app. If you want to use LifeXplorer via phone with your clients please contact us.
The trial version lets you use all of the functionality available in the paid subscription version, and you can use it for as long as you like - it is not time limited or restricted in any way other than that you can create and work with only one client plan. When you're ready, simply upgrade your account by subscribing to LifeXplorer for $75/month and get access to unlimited plans.
GET IN TOUCH
To contact us, or arrange a free trial, please fill in your contact details.
