As an independent financial advisor, you need to find ways to set yourself apart.  Your prospects and clients today expect more. They want to be involved and engaged in the planning process, and they value services you provide that other advisors do not. Nest Egg Guru builds affordable, white-labeled apps for your website, allowing you to do just that.  

Nest Egg Guru’s planning app suite features three intuitive yet sophisticated simulation apps that make complex elements of retirement spending, retirement saving, and college saving uniquely tangible and quantifiable. The apps are designed to be run by you with your client, but they are intuitive enough to be run by clients or other site visitors on their own.

By running the apps iteratively with your clients, you enable them to see how changing variables within their control can impact their results. This is so much more impactful than merely presenting them with a 90-page boiler-plate financial plan that they will never read after they leave your office.

By embedding Nest Egg Guru’s planning apps into your website and drawing users to engage with them through compelling calls-to-action, you help boost your online visibility and search ranking by encouraging visitors to stay on your website longer.  

For its part, Nest Egg Guru’s latest software release, Password Guru, sets you apart by enabling you to give free, sleek, secure, white-labeled password management software to your clients. The purpose of Password Guru is to build client loyalty and to help make your website a hub for clients to visit over and over again. If your clients store their important login and password information on an app you provide, it's unlikely that they'll transfer their business away from you.  At the same time, this is a valuable service that your competitors do not likely offer.

Nest Egg Guru has been featured in national media outlets, including Nasdaq®, Yahoo!® Finance, NerdWallet, and many others.

Visit NestEggGuru.com for a 30-day free trial or schedule a one-on-one demo today.