Become a Data-Driven Trusted Advisor
Help your clients turn spending into investing with the Future Value App
Show your clients how their buying habits impact their future wealth.
The User Experience - UX
How It Works:
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Subscribe: As a Financial Advisor, you purchase an annual subscription to the app.
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App Sign-Up: Your clients, the end-users, receive access to the app free of charge.
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Usage: When making small daily or recurring purchases, the user can input the details into the app to calculate the potential future value of that expenditure.
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Knowledge: This insight helps them make more informed and thoughtful buying decisions at the point of purchase.
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Use Data to Coach Your Clients
As a financial advisor, you are more than just a planner—you are your client’s coach. With the FV App, you have exclusive access to your clients' spending data, allowing you to offer tailored financial advice. Think of it as a doctor-patient relationship, where you receive the data (lab results) and provide critical insights to improve your client’s financial health. -
Gain Credibility
For financial advisors, credibility is everything. The FV App elevates your brand by giving you a proprietary tool to show clients the impact of their spending. By licensing the app, you gain a competitive edge and demonstrate that you are forward thinking, data-driven, and dedicated to helping your clients succeed. -
Compete with Industry Giants
Competitors are targeting your client base with their own apps, but with the FV App, you can offer a personalized, data-driven solution to your clients. Equip yourself with a powerful tool that helps you stand out and offer more than just generic advice—you provide insights that are truly tailored to each client.
Become a Trusted Advisor:
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You Get the Big Picture: Your clients input their spending details into the app, and you receive aggregate data, providing a holistic view of all their entries.
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Analyze the Data: As their advisor, you review the results and assess the compounding impact of your clients' spending habits.
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Consult & Coach: Based on the insights, you offer personalized guidance, helping clients refine their financial behaviors and make better-informed decisions.
Personalized Data Analysis:
Use your client's spending data to offer advice that speaks directly to their habits and goals.
Behavior Modification:
Help clients understand how their spending today impacts their wealth tomorrow, leading to smarter financial choices.
Client Data Exclusivity:
Only you, the advisor, can access client data, allowing for personalized consultations.
Why Choose the Future Value App?
Become a
Trusted Advisor
With exclusive access to your clients' spending data you can offer more than just generic advice—you provide insights that are truly tailored to each
client
1
Compete in a Tech Driven Marketplace
The FV App helps you stand out by providing a professional-grade
financial tool.
3
Increase Client
Investments
When a client says they have no more money to invest, the FV App enables you to coach them on how
to shift spending into investing.
2
Request a Demo
Not quite sure if the Future Value App is right for you?
Request a demo and we will show you how it works, share insights, and answer your questions.
Or email us at info@fv.app
How the FV App Enhances Your Practice:
Data-Driven Coaching:
Help your clients make informed decisions by showing them the future value of their spending. With the FV App, you’re not just offering financial advice—you’re giving them a clear roadmap to wealth, one buying decision at a time.
Exclusive Client Insights:
Only you, the financial advisor, can access the data your clients input into the app. This positions you as a trusted partner who interprets their financial "lab results" and helps them adjust their financial habits for a healthier future.
Tailored for Financial Advisors:
Unlike generic financial apps, the FV App is designed with consultative financial advisors in mind. It provides the credibility and trust you need to grow your practice, backed by a tool that delivers real, actionable insights to you so you can coach your clients.