Helping you achieve simplified financial certainty.
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Interactive client discovery
This part of the process aims to take a deep dive into a client's hopes, dreams, fears and priorities. This creates a bird's eye view of the client's financial situation which allows Slate to facilitate an open and honest conversation between clients and advisors, enriching the fact-finding process and establishing a strong foundation of trust.
Invest in your future using goals-based advice
The technology and process followed are centered around the principles of goals-based advice. This ensures an ongoing focus on the client and facilitates an emotional connection between clients and the underlying investments best suited to their goals.
Instead of an investor having an overall risk tolerance for their overall portfolio, goals-based risk profiling suggests that a financial advisor should estimate a unique Investor Risk Profile for each goal. Risk management objectives are stated in terms of risk measures that are best matched to the particular goal. Investment strategies are designed to be efficient in the context of their corresponding goals and risk management objectives.
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Clients are able to co-create personalized financial plans with their advisor and have in depth discussions about trade-offs, scenario analysis and model advice strategies. This keeps clients close and involved in the advice process, which subsequently increases goal achievability
Track your progress
Slate's interactive monitoring capability provides its clients with a easy and interactive way to track their goals and monitor the effect of their saving patterns in real-time.
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The application provides a central dashboard which gives clients a snapshot of their financial situation and progress toward goal attainment.