Investor Needs Analysis from Fiserv is a robust, self-directed financial planning tool. Designed to be run from your financial institution’s website, Investor Needs Analysis enables your end-user customers to create customized financial and retirement plans.
More and more consumers are taking the initiative to manage their financial futures – not only with their investment strategies, but in creating their own financial plans as well. Simple financial calculators are no longer sufficient. What is needed are sophisticated tools with financial needs analysis and planning capabilities that are on par with those used by Certified Financial Planners – all within an easy-to-use application.
Investor Needs Analysis was designed to fill that gap between robust financial planning tools and old-fashioned calculators. Using this robust planning tool, either the financial advisor or the consumer can initiate needs analysis.
Benefits of Investor Needs Analysis include: