Financial Advisors Get a High Tech ‘Digital Office’ With Latest Offering from Balance Financial
New software helps financial service professionals create easily customizable client portals so they can better engage and collaborate with their clients.
BELLEVUE, Wash., March 5, 2013 /PRNewswire/ — Balance Financial, a leading financial software and services company, unveiled a new solution designed to help financial advisors and other financial service professionals better leverage technology to scale their business and engage with clients.
“Client facing technologies are becoming more and more important for financial professionals like CPAs and private bankers. Software for financial service professionals often comes in a one size fits all structure that can make it difficult to leverage technology to engage and collaborate with clients,” says Devin Miller, CEO of Balance.
“This makes client facing tools such as file sharing, financial management, bill payment and other web portals difficult to leverage as clients are often overwhelmed with features, buttons, data and a user experience that leaves them feeling unsure of what they are supposed to do,” Miller explained.
The Balance platform is used by thousands of professionals around the US to help them better engage and service their clients. Balance gives financial professionals easy to use white labeled tools including file sharing, collaboration, financial management, budgeting, portfolio reporting and bill payment solutions.
Today, Balance announced their latest update which allows financial service professionals to configure custom workspaces which they can provide to their clients and colleagues to better share information and collaborate on projects or tasks. The Balance Digital Office allows professionals to create a Digital Workspace by customizing the user experience and focusing their client on specific features and tasks within their Workspace. This gives professionals an infinitely customizable client portal that focuses the conversation and engagement between client and advisor.
With Balance, a loan officer could create a custom Digital Workspace in minutes that helps them gather financial information about a client, share files, communicate securely and track tasks. For financial advisors, Balance can be quickly tuned to prepare for tax time or gather a complete picture of a client’s net worth and share it with their financial planning team.
Financial planning and other such professional financial services are highly competitive and in uncertain economic times, professional advice and guidance can be even more complex to provide. Further, with rapidly changing technology habits and expectations, the financial services industry is rushing to keep up with increasingly high tech customers. This makes the new Digital Office capability from Balance all the more relevant ensuring financial professionals have the tools they need to stay engaged with clients and work together in easier, more flexible ways.
About Balance Financial
Balance (www.BalanceFinancial.com) provides software and services to financial professionals in the United States. Balance specializes in client facing technologies that are designed to help financial professionals easily leverage technology to scale their business and engage with customers and colleagues. Balance is headquartered in Bellevue WA and serves thousands of financial professionals and their clients.
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SOURCE Balance Financial