WELCOME TO NEXTGEN PLANNERS TECH STACK
Making the financial planning process a doddle.
NextGen Planners Tech Stack is a fully integrated CRM system and training that integrates all of your processes into one place.
For waaaaaay too long...
...the financial planning profession has been frustrated with a Tech Stack that doesn't do what we want it to do.
We know. We've been there.
Not using your tech stack to its full potential in your financial planning business.
Your team aren't fully trained on how to use your tech stack and are frustrated by it.
Your back office is clunky, out of date and doesn't integrate well with financial planning tools.
The support you receive from your current financial planning back office provider isn't helpful.
We don't promise silver bullets, but this is a powerful financial planning CRM training solution.
A global piece of technology, re-engineered for financial planners.
Full, in-depth creative training & support on use of tech stack.
A financial planning back office solution pre-loaded with the financial planning process & workflows.
You want to spend more time in front of clients, rather than worrying about your technology and systems.
Integrate all of your processes into one place.
Gain more time to focus on the business and customising the client experience.
Communicate with your clients & collect data easily.
Save money on your technology package through efficiency.
Produce useful reports & suitability letters.
Save money by reducing friction in your processes.
Make remuneration & MI simple.
Overthink less about your financial planning back office solution.
A simple, purpose-built system that works.
and many more...
What users say:
Here's what those in the Tech Stack Community think:
A new financial planning back office solution is just around the corner.
You pick a time that works for you and we show you how all of this goes together.
Our friendly team will help you get your financial planning back office solution up and running and working for your financial planning business. You also join our Tech Stack Hub and the community.
We will provide you with tons of training to make sure your team are up to speed, and give you all the resources you need to make it work for you.
What this costs
A simple price, with no hidden nasties.
per firm per month
Access to NextGen Planners' white-labelled version of Morningstar Wealthcraft
Full onboarding, setup and integrations
Friendly, accessible Training and Support all-year-round
Access to Microsoft Dynamics and Microsoft 365 expertise, Support and Training
NextGen Planners help videos and instructions
Training and Support on Systems and Processes in your financial planning firm
Integrates with existing Microsoft Technology
The safety and security of Microsoft
Learn how to leverage technology with other firms in a similar position
Increased efficiency and improved accountability throughout your business
Access to Microsoft’s extremely powerful firm dashboards
And much more...