BRT Features and Benefits
BRT is the only financial planning tool offering client education, goals-based analysis and presentation materials in one application. It offers a fast and easy solution for motivating prospects, educating clients and preparing financial plans. Learn how BRT can benefit you and your clients.
Features |
Benefits |
|---|---|
| 600+ educational reports | Respond quickly to client requests or business opportunities with BRT’s comprehensive reports on today’s most popular financial planning topics. Educate clients and win their loyalty in the process. |
| Financial planning modules* | Accelerate closing times with BRT’s single-needs planning. Drill down in just minutes on retirement, survivor needs, college funding and other basic and advanced financial planning needs. |
| 50+ motivational calculators | Highlight important financial planning concepts and move clients to action with these simple, easy-to-use, motivational calculators. |
| Web access | Access BRT anytime from any computer. No installation required. |
| Compelling Presentations | Save time! Professional sales presentations can be created in minutes that include a title page, table of contents and legal disclaimers. |
| Email capability | Save and email presentations with just a few clicks. |
| Search | Find information easily so you can respond to client inquiries quickly. |
| Save-to-server | Access client data instantly from anywhere you have a web connection. |
| Compliance automation | Attach appropriate FINRA letters and email to compliance for streamlined approval. |
| Presentation options | Personalize your presentations by adding pictures and logos in just moments to your title pages. |
| Dynamic 3-D charts | Charting tools make your charts and graphs more attention-getting and easier to understand. |
| Preset Presentations | Save time by reusing your best and most effective presentations. |
| On demand webcasts | Tune in on your own time to a comprehensive library of training and business tips. |
We have created several BRT packages to satisfy your business needs and serve your specific markets. Choose a BRT package that’s right for you
*The quantity of goals-based modules is dependent on your BRT package.