WHAT IS SLATE?
Slate is a digital engagement platform that facilitates a seamless connection between clients and financial advisors, enriching the co-created financial planning process through a simple, fun, easy-to-understand app that quantifies their dreams and sets the road map needed to achieve them.
WHAT WE OFFER
Interactive client discovery
Discuss your life goals using our gamified client discovery tool
Slate facilitates an open and honest conversation between clients and advisors, enriching the fact-finding process and establishing a strong foundation of trust.
Invest in your future using goals-based advice
Co-create the optimal portfolio to help you reach your goals
The technology and process followed are centered around the principles of goals-based advice. This ensures an ongoing focus on the client and facilitates an emotional connection between clients and the underlying investments best suited to their goals
Track your progress
Stay in touch with your goals
Slate's interactive monitoring capability provides its clients with a easy and interactive way to track their goals and monitor the effect of their saving patterns in real-time
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