3 minute read
April 8, 2025
With Responsive Financial Planning, Product Providers, including banks, brokers, Investment Advisors and Financial Planners, can take their client relationships to new heights. According to CEO Daniel Vranesic: “Responsive Financial Planning is a meaningful step in the evolution of financial planning; everything, all at once, delivered in real-time to the end-user, improving engagement, insight and efficiency.”
Proactive Engagement: Rather than waiting for annual review meetings, Product Providers can engage clients proactively whenever their financial situation shifts. Timely alerts and guidance keep clients informed and on track, fostering a sense of partnership and trust.
Deeper Insights: By continuously monitoring clients' full financial pictures, Product Providers gain valuable insights into their clients' lives, goals, and changing needs. This allows for more personalized advice and tailored solutions that truly resonate.
Streamlined Processes: Automated data aggregation and analysis eliminate the tedious manual work of gathering client information and updating plans. This streamlines processes, reducing friction and freeing up time for more valuable client interactions.
Responsive Financial Planning is offered as a SaaS service to banks, brokers, Investment Advisors and Financial Planners, or using TXIO’s Direct To Consumer application at neontra.com/neontra-for-business.
About TXIO
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TXIO is a SOC2-certified engineering firm based in Toronto. TXIO is a leading provider of technology solutions to financial Product and Services firms, and with over 15 years of experience, has been consistently recognized for innovation, performance and quality of service by its clients.