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Financial Planning Platform

Project type

Modernization and innovation

Date

September 2024

Location

Minneapolis

Technologies Used"

MoneyGuidePro, React, Java, REST APIs, Salesforce, Solution Studios, Yodlee, College Aid Pro, What-if Tax, Retirement Income Explorer, Dinkytown Calculators, Morningstar Advisor Workstation, Github

Released new Advisor Led Planning Platform, recognized with Luminary industry award for firm innovation in financial planning. The platform created a 200% increase in comprehensive Financial Planning, higher closing rates, larger case size and increase in multiple product placements per household. The team won the top industry 2024 Luminary award for Firm Innovation in Financial Planning.

Key Achievements:
o Financial Planning activities increased 200% over a six-month period.
o Thrivent Planning Platform winner for Luminary Award in Firm Financial Planning Software Innovation.
o Two-hour time save creating financial plan when using the proprietary tax import functionality.