Explore switchboard
What is Switchboard?
A game changer for financial advisors and their clients
Switchboard is a platform which allows the user to illustrate current cash flows (how your money works), make hypothetical changes and view the impacts, and fully automate money movements moving forward.
Whether you are looking to set up an efficient savings hierarchy for clients or
provide deep cash flow advice, Switchboard is the platform for you.
Only
20%
Of clients getting advice follow it
244
bps
Value of behavioral coaching
90
bps
Value of savings and withdrawal guidance
Source: Orion
How it Works
Seamlessly add Switchboard to your tech stack
1 Create a Switchboard
profile for your client
Illustrate your clients' current financial state with our visual planning board.
Identify income sources and pull in account information automatically with our data aggregation integrations.
View how income is being allocated to different priorities based on current information. Confirm the current status with clients using the clean and easy-to-understand interface.
2 Assess current cash flow and explore new opportunities
Discuss more efficient ways to allocate income based on client priorities.
Manually create alternative scenarios to illustrate the impact of recommended changes. Or, utilize one of our optimization paths to streamline the process.
Build and save as many scenarios as you like. Archived past illustrations are available for reference and to benchmark progress.
3 Automate the implementation of your new cash flow plan
Automate the implementation of recommendations with the click of a button.
Once a better path forward is agreed on, implementation is easy and automated.
Behind the scenes, we are executing the movement of money across different accounts, freeing up valuable time for you.