Become a Data-Driven Trusted Advisor
Help your clients turn spending into investing with the Future Value App
Show your clients how their buying habits impact their future wealth.
The User Experience - UX
How It Works:
-
Subscribe: As a Financial Advisor, you purchase an annual subscription to the app.
-
App Sign-Up: Your clients, the end-users, receive access to the app free of charge.
-
Usage: When making small daily or recurring purchases, the user can input the details into the app to calculate the potential future value of that expenditure.
-
Knowledge: This insight helps them make more informed and thoughtful buying decisions at the point of purchase.
-
Use Data to Coach Your Clients
As a financial advisor, you are more than just a planner—you are your client’s coach. With the FV App, you have exclusive access to your clients' spending data, allowing you to offer tailored financial advice. Think of it as a doctor-patient relationship, where you receive the data (lab results) and provide critical insights to improve your client’s financial health. -
Gain Credibility
For financial advisors, credibility is everything. The FV App elevates your brand by giving you a proprietary tool to show clients the impact of their spending. By licensing the app, you gain a competitive edge and demonstrate that you are forward thinking, data-driven, and dedicated to helping your clients succeed. -
Compete with Industry Giants
Competitors are targeting your client base with their own apps, but with the FV App, you can offer a personalized, data-driven solution to your clients. Equip yourself with a powerful tool that helps you stand out and offer more than just generic advice—you provide insights that are truly tailored to each client.
Become a Trusted Advisor:
-
You Get the Big Picture: Your clients input their spending details into the app, and you receive aggregate data, providing a holistic view of all their entries.
-
Analyze the Data: As their advisor, you review the results and assess the compounding impact of your clients' spending habits.
-
Consult & Coach: Based on the insights, you offer personalized guidance, helping clients refine their financial behaviors and make better-informed decisions.
Personalized Data Analysis:
Use your client's spending data to offer advice that speaks directly to their habits and goals.
Behavior Modification:
Help clients understand how their spending today impacts their wealth tomorrow, leading to smarter financial choices.
Client Data Exclusivity:
Only you, the advisor, can access client data, allowing for personalized consultations.
Why Choose the Future Value App?
Become a
Trusted Advisor
With exclusive access to your clients' spending data you can offer more than just generic advice—you provide insights that are truly tailored to each
client
1
Compete in a Tech Driven Marketplace
The FV App helps you stand out by providing a professional-grade
financial tool.
3
Increase Client
Investments
When a client says they have no more money to invest, the FV App enables you to coach them on how
to shift spending into investing.
2
Request a Demo
Not quite sure if the Future Value App is right for you?
Request a demo and we will show you how it works, share insights, and answer your questions.
Or email us at info@fv.app
How the FV App Enhances Your Practice:
Data-Driven Coaching:
Help your clients make informed decisions by showing them the future value of their spending. With the FV App, you’re not just offering financial advice—you’re giving them a clear roadmap to wealth, one buying decision at a time.
Exclusive Client Insights:
Only you, the financial advisor, can access the data your clients input into the app. This positions you as a trusted partner who interprets their financial "lab results" and helps them adjust their financial habits for a healthier future.
Tailored for Financial Advisors:
Unlike generic financial apps, the FV App is designed with consultative financial advisors in mind. It provides the credibility and trust you need to grow your practice, backed by a tool that delivers real, actionable insights to you so you can coach your clients.
Data Powered Insights
The FV App gives you exclusive access to your clients' spending data, enabling you to provide personalized financial guidance.
