Prove your worth.
Strengthen client relationships.
Gone are the days of generic financial advice that can’t be quantified. With XV1, thousands of simulations are run to project your clients’ potential financial futures. This enables you to provide personalized, data-backed advice, establishing you as an industry leader who ensures accountability in every recommendation. Your clients will never again wonder if your fees are worth it; their returns will prove it.
Overview
Why XV1?
This powerful tool revolutionizes the way you provide financial advice by offering unparalleled insights into your clients’ potential futures. Trust isn’t given; it’s earned, and with XV1, you’ll have the tools to earn client trust every step of the way.
Predict future outcomes
Run retirement plans through over 100K simulations with controlled variables to project an accurate view of your client’s financial future.
Boost your accountability
XV1 enables you to provide retrospective comparisons of past recommendations to show your clients exactly how your data-driven advice impacted their returns, leveling up your professional accountability.
Maintain client relationships
With more credibility comes deeper trust. When clients see tangible results, they’ll be more confident in your expertise, leading to long-term loyalty and improved returns.
Use case
Use data to prove your value
Customized plans for your entire client base
Create interactive PDF’s for all of your clients individually giving them access to your companies Projected Asset Optimization Report powered by VX1.
Elevate the client experience
Create interactive PDF’s for all of your clients individually giving them access to your companies Projected Asset Optimization Report powered by VX1.
Inquiry Preview
Create interactive PDF’s for all of your clients individually giving them access to your companies Projected Asset Optimization Report powered by VX1.
Don’t worry, an enquiry is commitment-free!
“XV1 has a unique way of quantifying the value that most firms don’t have the ability to leverage.”
Investor Name
TMG Advisement
Features
A look at our features
Our reports are designed to foster long-lasting client relationships. Here’s a look at some of the data you’ll be able to share.
Step One
Total taxes paid
By using data from clients’ actual 1040 forms, our simulations test each financial decision against various future scenarios, projecting the total taxes that would be paid for each potential outcome.
Step Two
Ending account Value
XV1 calculates your clients’ total account values, net of fees, for every suggested course of action. This provides a clear picture of what their financial future could look like when they partner with you.
Step Three
Breakeven point
When you pinpoint the breakeven point for your clients based on your fee structure, you enhance transparency and clearly demonstrate when the value you provide starts to exceed the cost of your services.
Step Four
Recommended actions
XV1 highlights the impact of each of your recommended actions on your clients’ accounts, including anticipated percentage increases in account value and reductions in lifetime taxes paid.
Features
A look at our features
Our reports are designed to foster long-lasting client relationships. Here’s a look at some of the data you’ll be able to share.
Step One
Total taxes paid
By using data from clients’ actual 1040 forms, our simulations test each financial decision against various future scenarios, projecting the total taxes that would be paid for each potential outcome.
Step Two
Ending account Value
XV1 calculates your clients’ total account values, net of fees, for every suggested course of action. This provides a clear picture of what their financial future could look like when they partner with you.
Step Three
Breakeven point
When you pinpoint the breakeven point for your clients based on your fee structure, you enhance transparency and clearly demonstrate when the value you provide starts to exceed the cost of your services.
Step Four
Recommended actions
XV1 highlights the impact of each of your recommended actions on your clients’ accounts, including anticipated percentage increases in account value and reductions in lifetime taxes paid.
Plans
Find the right fit
Benefits
- Up to XX client profiles
- Up to XX simulations per client
- Client portal
- Client acquisition templates
Benefits
- Up to XX advisor accounts
- Up to XX client profiles per advisor
- Up to XX simulations per client
- Client portal
- Client acquisition templates
FAQs
Frequently asked questions
What is XV1?
XV1 is a cutting-edge financial planning tool that runs over 100K simulations to project likely financial outcomes for your clients. It enables you to offer tailored, data-driven advice with measurable results.
How does XV1 differ from traditional financial planning tools?
Unlike traditional tools that often rely on generic, one-size-fits-all approaches, XV1 uses advanced simulations to account for a wide range of controlled potential outcomes, considering factors like market conditions, personal choices, and portfolio management strategies.
How accurate are XV1's projections?
While no tool can predict the future with 100% accuracy, XV1’s simulations provide a comprehensive range of potential outcomes, allowing for more informed decision-making based on actual data, not guesswork.
How does XV1 help me stand out in the industry?
XV1 empowers you to offer data-driven, personalized advice and custom strategies with proof to back it up. This approach builds client trust and distinguishes you from advisors relying on traditional, one-size-fits-all methods.
Can XV1 help me improve client retention?
Absolutely! XV1 is a game-changer for client retention. By providing clear, quantifiable evidence of your value through detailed projections and retrospective comparisons, clients can see exactly how your advice is paying off, making them more likely to stick with you for the long-haul.
