app for HK Financial Planners

If you are a financial planner interested in owning your own social app to keep you in closer contact and in active engagement with your clients, this app can help you.

This app can be customized to become your personalized app.

In using this app :
✓ you can prepare financial plans & send to intended clients
✓ clients can import, review and amend plans received
✓ clients can create and send plans to you
✓ you and your clients can communicate one-to-one using personal chat facility

This app currently includes the following well-designed mobile financial calculators:
✓ Retirement planning calculator
✓ Education funding calculator
✓ Regular savings calculator
✓ Target savings calculator

All the above financial calculators provide import, export and sharing functions for you to prepare and share financial plans with each client and for each client's multiple planning scenarios.