Q: There are plenty of free investment calculators online. Why should I pay for yours?

A: The Future Value App offers a distinct advantage over free calculators. As a subscriber, you gain access to the data your clients input into the app, allowing you to coach them effectively on smarter spending habits. Free calculators don't provide this client insight. Additionally, our app is mobile-friendly, so your clients can use it on the go—whether they’re at a store or online—without needing to be in front of a computer. This real-time access makes it easier for them to make informed purchasing decisions, all while you're able to guide them on how to save and invest more wisely.

 

Q: I don’t need 50 licenses. Do you offer smaller packages?

A: While 50 licenses may sound like a lot, they can go quickly if you consider that many of your clients may have 3-5 family members in their household. By extending the app’s access to your clients’ families, you can positively impact multiple generations, increasing financial literacy among younger members. Plus, this approach helps you expand your future client base as family members grow and are ready to invest. We encourage you to think of it as a long-term strategy for growing your business.

 

Q: How do I know my clients will actually use the app?

A: As a financial advisor, your clients trust your guidance. You can encourage them to use the app by showing them the value it adds to their financial planning process. Regular check-ins, outreach, and reminders are great ways to ensure they’re engaging with the app. Plus, you’ll receive usage reports, so you’ll know exactly who is using the app and who may need a little extra encouragement to take advantage of this valuable tool.

 

Q: How long should my clients use the app?

A: The length of time your clients use the app is entirely up to you. The more they use it, the more data you’ll have to provide deeper financial insights and coaching. We recommend that clients use the app for a minimum of 3 months to establish a solid data baseline. You can also reassign licenses as needed, ensuring you get the most value without purchasing additional licenses. For the best results, encourage your clients to use the app at least once a year for 3 months, similar to an annual financial check-up.

 

Q: Isn’t your app just like others, such as Acorns?

A: While the concept of the Future Value App isn’t brand new, its application is unique. Our app is designed to help people visualize the future value of the money they spend today in a more personalized, actionable way. Unlike Acorns, the Future Value App allows you, the financial advisor, to coach your clients based on real-time data on their spending habits. This level of personal interaction helps differentiate your service from robo-advisors and similar platforms.

 

Q: Is my clients' data secure?

A: Absolutely. We take data security very seriously. The Future Value App employs industry-standard encryption and follows strict security protocols to ensure all client data remains private and secure.

 

Q: What devices can my clients use to access the Future Value App?

A: The Future Value App is compatible with all major devices, including smartphones, tablets, and desktop computers. It is optimized for mobile use, so your clients can easily access it wherever they are.

 

Q: Can I customize the app for my business?

A: Yes, you can customize the app with your branding, including your logo and business colors. This allows you to provide a seamless, professional experience for your clients that aligns with your firm’s identity. Please contact us at info@fv.app to discuss options.