Financial data consolidation tool
The Basics
The Same Page System is a unique data gathering system that can significantly enhance your practice on multiple levels. Started as a means for advisors to help clients discuss estate planning settlement with their parents, it has evolved into a multi-use tool of benefit to both your company and your clients.
Same Page Components
Data Gathering Application
The Same Page application software consolidates and organize the client’s financial and other important information. This can be done with a client, OR after the data collection is performed with our worksheet system.
See the User ManualScreen Shots
License Agreement
Client Deliverables
The essential deliverable product for the client 
is a packed leather portfolio, which holds copies of essential documents, high-quality printouts of the workbook forms, and the client's DataKey(TM).
The portfolio's author page can be customized with your company's information, so your private branding will be attached to the product. And you can offer an additional service by updating your client's portfolio periodically, as the Same Page software's built-in database will keep your client's records on file.
Internal Printed PagesThe DataKeyTM is an innovative addition to the Same Page System,
providing your clients with a valuable service that they wont find anywhere else.
When you present your clients with their portfolio, you will also give them this flash drive, which contains scanned copies of their advance directives, living wills, emergency contact information, and durable power of attorney for their health care. This is more than just an electronic backup of these important documents.
At If there is ever an emergency, all of the necessary information will be readily available. Ambulances and police cars have laptop computers installed in their dashboards. There will be no confidential information or documents stored to the DataKey.
These consumable items are available for sale with quantity discounts.Same Page System Benefits
Financial advisors, estate planners, and wealth management professionals find the Same Page System to be incredibly useful for:
Practice Development
It allows you to generate a fee for the fact-finding process, while enhancing your services for existing clients.Marketing
The Same Page enables advisors to uncover cross-selling opportunities with both new prospects and long-time clients. Turn orphan and dormant accounts into selling opportunities.Training
It helps new advisors build credibility and gain experience while learning on their own - allowing the senior staff and management to focus on more profitable business.Client Management
The Same Page delivers a convenient, well-organized storage, retrieval and update system for a client's important financial data, aids in client fact gathering and unites, motivates and prepares clients for the wealth transfer process.
