FDC Plan on Purpose was designed specifically for financial advisors, to help identify, track, and record the key wealth management concerns that will need to be addressed during your lifetime.
We offer a free 30 day trial with every sign up and no annual contracts are needed. Our pricing is simple and transparent so you can keep your focus on your clients.
Includes 1 advisor (manager) + 1 team member
Team members can be granted access at an additional $39/month per person.
We offer seamless integration with the following top CRM’s.
Please reach out to our support team for additional CRM requests, support@fdcplanonpurpose.com.
FDC Plan on Purpose was designed to be a client-facing tool. Clients can easily follow along during the meeting as you review each planning topic with them. The website can be mirrored on a TV or other presentation tool during your meetings. You can also export data as a PDF to print and review with clients.
We offer a free 30 day trial and then just $100 per month per organization which includes access for 1 financial advisor and 1 team member. Plus, your plan includes unlimited clients at no additional charge.
Additional team members can be granted access if needed for an additional $39 per month per team member.
Also, there are no annual contracts so you have the flexibility to manage your subscription.
For more info email support@fdcplanonpurpose.com.
We have pre-recorded training videos for you to access at your convenience.
You can also contact our support team with additional questions – support@fdcplanonpurpose.com
Absolutely! Once you sign up and become a member, you’ll have access to the portal where you can update your billing information, view your invoices and more.
We are here to help you navigate the tool and present the best experience to your client. For questions, please feel free to call 507-835-9111 or email support@fdcplanonpurpose.com.
Looking for additional training? Check out our library of training videos here.
We are committed to keeping your data secure by following industry-leading practices. Our server data centers meet strict network and physical security compliance standards. Our proactive hardware and software monitoring mechanisms help detect threats, so they could be neutralized quickly.
To ensure the effective utilization of FDC Plan on Purpose, it is not necessary to input any personally identifiable information (PII) regarding your clients, except for their name and email address. Furthermore, by implementing data encryption for information entered into FDC Plan on Purpose during both transit and storage within our database, we maintain a robust and stringent level of security for the data you provide within the platform.
