Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that will leave little margin for advisors. We do this by helping advisors reinvent themselves to become Life-Centered Planners, which simply means they put the client’s LIFE at the center of the conversation, not their money. ROL Advisor is a suite of digital Discovery Process Tools that augment a financial advisor's ability to get their client’s story and create a Life-Centered Plan. The reality is, the greatest value a financial advisor provides is in helping their clients make more life-enriching decisions with the money they have. Our technology and training platform enables advisors to simply plug in, get trained, and start having more meaningful conversations that ultimately will lead to their clients getting a greater Return on Life. We are Transforming the Way the World Plans.
