MindView is an industry leader in professional mind mapping applications that have been optimized for financial planning, helping you to improve discovery, communication with clients and content management.
Extremely easy to useFree financial planning templatesOne-click export to Word and PowerPoint eliminates re-entering dataCalculation module and export to ExcelTimeline to illustrate financial plansAttach unlimited number of files to the mind mapAre you a financial advisor that is considering using mind mapping software? Then look no further! MindView is an industry leader in professional mind mapping applications that have been optimized for financial planning, helping you to improve discovery, communication with clients and content management. Using mind mapping software will help you:
Using mind mapping in the discovery process enables you to differentiate yourself from other financial advisors. Utilizing comprehensive templates allows you to illustrate your financial knowledge and easily gather client information.
Once you have gathered your information there is no need to re-enter data as the mind map can be exported to Word, PDF or PowerPoint with a single click of the mouse. In return, this will save you time and make the process more effective!
Using mind maps will help you explain Plan of Action and keep the clients engaged. This can reduce the clients’ objections and increase your new client acquisition. The mind map simplifies a complex text document and presents an overview of elements within investments options and concerns. The mind map also helps with illustrating how parts relate and interconnect.
Share the mind maps easily with clients or staff by providing them with a printed copy of the mind map or export to Word, PDF and PowerPoint.
As opposed to a traditional agenda, the mind map provides a better overview of the Plan of Action and makes it easier to plan in the moment and alter strategies. MindView allows you to attach unlimited files, which enables you to use the mind map for content management.
MindView even comes with a timeline that is an excellent way to explain the future value of financial planning.
Present financial data directly on the mind map by using the Calculation module. This will allow you to present a Plan of Action in a different light than a traditional spreadsheet. The mind map with data can be exported to Excel if needed.
