The future of financial freedom is here.

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.

 

The technology and process followed are centered around the principles of goals-based advice which ensures an ongoing focus on the client and an emotional connection between the clients and the underlying investments best suited to their goals. Through our real-time and interactive monitoring capability, clients will now feel closer than ever to their life goals, their sentiments towards investing will change over time and they will feel more confident in their financial futures.