We believe that there is a missing link between most people and their financial advisors. Financial Advisors play a critical role in helping most people understand the various aspects of finances, wealth and risk management. Our product IsoWishes will bridge this missing link between anyone looking to manage their wealth and finances better, and their Financial Advisor.
To achieve our financial goals and plan for early retirement, we need proper guidance and a path which can be followed easily, with the expert guidance of a Financial Advisor. The IsoWishes product makes this reality come true, since it is built with all the features required to help anyone achieve financial independence.
If you’re looking for a financial and risk management software, or simply a better way to manage the process with your financial advisor, we have a software based solution that will allow you to have a real-time view of everything financial and risk management related.
Our cloud based financial and risk management software, IsoWishes, offers you the following key features and benefits which rival many of the features that similar financial and budgetting software offer.
- Affordable. Cloud hosted solution with no maintenance or hardware costs
- Cloud Based. Easy access from any device to ensure you can run your software anywhere
- Real-Time Dashboards and Reports. Easy to read dashboards and reports to help you keep track of all financial and risk information
- Multiple Communication Channels. Ability to communicate with your Financial Advisor through email, SMS and WhatsApp
- Automated Reminders. Ability to set automated reminders for important events
We put this product and offering together knowing that although many people looking for a better way to view their financials and risk information, and will want a defined process for their wealth management solution that is easy to use. If this makes sense for you, you now have an option which includes the very best features which are constantly being improved, along with amazing customer support, and free online based training.
The IsoWishes financial and risk management software also offers the following incredible value propositions:
- Low Monthly Costs
- Free Online Based Training
- Free Online Based Support
- Full Audit Trail Functionality
- Powerful Functionality with an Easy to Use Interface
We also wanted to make this offer risk-free, and coupled our amazing offer with this no-questions-asked guarantee:
If you cancel at any stage in the first two months, and go back to how you’re currently managing your financial and risk portfolio, you’ll get your full subscriptions refunded to you. That’s how much we believe in the offer we’re presenting. But we also know based on our own experience, that it takes at least 2 months to really understand and make a positive difference to your financial function.