Gameplan (Builder & Presentation)

The GamePlan project was crafted to empower financial advisors in efficiently building and presenting their clients' financial information. This innovative tool seamlessly integrates data from MoneyGuide and Salesforce into a unified platform, streamlining the workflow for financial professionals.

With a focus on enhancing the user experience, GamePlan acts as a comprehensive builder and presentation tool, allowing financial advisors to effortlessly translate complex financial data into clear and compelling visual narratives. By consolidating information from MoneyGuide and Salesforce, GamePlan not only optimizes data management but also ensures accuracy and consistency in the advisory process.