Lifexplorer

The nature of Financial Advice is changing, and at LifeXplorer, we believe in the power of a fantastic, guided goals-based conversation to make sure client interests always come first. LifeXplorer is an independently developed iOS and web-based app that supports Financial Advisers in identifying client goals, while acting in client best interests and motivating them to take action. Transparent, clear, and built using the insights of over financial planning coaching conversations, LifeXplorer makes tough conversations easier, and gives clients confidence that their situation has been understood. Features- Explore client values - Add, customise and prioritise goals - Visual mapping of goals conversation - Traffic-light system for goals discussion - Branding for your firm - Ability to create new conversation templates based on your firm's processes - Export to PDF or Word - Client-friendly interface - iPad app and desktop available