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ScoreMy Financial Planning

Demonstrate and record your ongoing value to clients with this powerful scorecard. Clients who engage the services of a professional Financial Planner will tend to show a consistent increase in their personal satisfaction levels, confirming the value you bring. ScoreMy gets this documented as proof!

ScoreMy Financial Planning - client engagement and value evidencing tool - £79 per month

ScoreMy Lifestyle Wheel

ScoreMy's Lifestyle Wheel helps financial planners to easily identify areas where clients can improve their lifestyle and financial well-being by asking them to rate how they feel about ten key areas of their life. The statements are posed in a non-judgmental way, designed to deepen conversations and further demonstrate your desire to help them achieve the best life possible with the money they've got.

Lifestyle Wheel - financial wellbeing client engagement tool - £79 per month

ScoreMy Financial Planning and Lifestyle Wheel combined offer

Save more than 37%* with this Lifestyle Financial Planning AND Lifestyle Wheel combo. Demonstrate and record your ongoing value to clients with this powerful Financial Planning scorecard and Lifestyle Wheel combination. Provides tangible evidence of the positive benefits clients experience in their personal satisfaction levels, confirming the value you bring.

COMBO OFFER - SAVE 37% - £99 per month

ScoreMy Client Satisfaction Scorecard

The simple and effective online scorecard that gets valuable client feedback by letting clients rate your services. If you're in the UK, this helps satisfy your Consumer Duty requirements. As a financial adviser, you need to know what your clients think about your service. If you're in the UK, you need to provide evidence you are meeting the requirements of the new FCA regulations. ScoreMy Client Satisfaction scorecard has been specifically designed to help you do this by asking your clients to rate the communication, support, value for money and overall customer service you provide as you help them pursue their financial objectives.