Featured Member Deal

Financial Coaches spend 13+ hours on average to create a financial plan; Now you can do it in seconds!

Financial Coaches spend 13+ hours on average to create a financial plan; Now you can do it seconds!

As a wealthtender member, you’ll receive:

Special pricing on a Lifetime License to the ApexMoneyPlan™ software, including all future upgrades (there’ll be a lot!)

Lead Gens free for 6 months ($294 value)

Complimentary terms & conditions, privacy policy, sharing policy, and disclosure templates (if needed)

Financial Coaching Mentor

Coaching Optimization and Automation Webinar

Submit your info to receive this offer

Analyze less.
Profit more.
Engage better.
Xpand clientele.

Maximize your business’ potential with our software: ApexMoneyPlan™, the first and only turnkey financial coaching solution

Analyze less. Profit more. Engage better. Xpand clientele.

Maximize your business’ potential with our software: ApexMoneyPlan™, the first and only turnkey financial coaching solution

Software completes 99% of the planning work

Mobile First, Simple, Intuitive Design

+  Contains Pre-Filled Fields and Plain Language Explanations

+  System Generated (& Editable) Recommendations

+  Accounts for Real-World Scenarios

+  Fully Customizable

Built by the Middle-Class for the Low/Middle-Class

+  Financial Education Focused

+ Software de Coaching Financiero en Español – Junio 2022

The A.P.E.X. approach

Fisecal’s ApexMoneyPlan™ and financial tools will take your business to the next level

Analyze
Insightful info relevant to you and your client

Analyze

Insightful analytics front & center

Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.

Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.

Profit
Saving time increases Revenue & Profitability

Profit

Saving time increases Revenue & Profitability

By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.

By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.

Engage
Add more value every time you meet

Engage

Add more value every time you meet

With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.

With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.

Xpand
Attract a new client demographic

Xpand

Attract a new client demographic

Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100k and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.

Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100K, and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.

A quick & easy way to show off your financial expertize

 Choose

Decide which software & tools are right for you or we’ll build one at no cost

Customize

Change the design, colors, text and tone to match your brand

Deploy

Easily display on any page in seconds; no dev team required

Check out a sample plan

The ApexMoneyPlan™ generates a full financial plan (in seconds!) containing a budget, spending overview, step-by-step recommendations, goal analysis, financial health ratio review, and insurance overview.

Best of all, put your brand front and center by customizing:

  • Headers, Sub headers, Explanations, Definitions, Client Messaging
  • Colors, Fonts, Logos
  • Financial Plan layout
  • Confirmation Page, Notification Emails, Calendar Link
  • Add 3rd Party Products to Recommendations
  • Other Branding Customization
Loader Loading...
EAD Logo Taking too long?

Reload Reload document
| Open Open in new tab

Schedule a demo today!