Beanstalk begins by prompting the financial planner to ask precisely the right questions to learn the client's position, risk tolerance and financial goals.

Beanstalk records the client's answers, and the thinking of a group of leading wealth management professionals is applied to the data. The system then exposes any shortfalls in the client's current financial position.

The system next allows the financial planner to quickly develop and present a range of clear, logical financial strategies. Each scenario is accompanied by easy-to-understand interactive graphics that highlights and compares the features and benefits of recommended financial products.

The financial planner is able to demonstrate to the client exactly why each proposed financial solution is effective, and how different proposed financial scenarios unfold far into the future.

Each client is presented with a tailored selection of products that precisely match their needs. It becomes easy for them to make a decision.

Once your financial planner moves the client to a decision, he can quickly take the order and rush it to your back office for speedy fulfillment. The process is totally seamless - closing a sale becomes as easy as pushing a button.