The cloud-based platform supports the entire workflow for a team of advisors and a business to work together.
The software supports onboarding, assessment, tool sharing, action planning, reporting, and a complete CRM system for the advisor.
For clients, GrowthWheel is the business hub. It includes a Business Profile, a GrowthPlan, a Financial Overview, and a brand-new Budgeting Feature.
With GrowthWheel you can build a long-term relationship with all decision-makers and advisors in the company.
Business Toolbox
Your clients experience a better service as they leave each meeting with a 360° view on focus areas, an action plan, and the tools to do it.
Business Profile
Create a Business Plan in less than an hour that you and your clients can print as a great-looking PDF ready to show off.
CRM
The software integrates in several ways with existing CRM-systems, but is more than a CRM as clients can share data and work with their advisors.
Analytics/reporting
Show off when your clients move on. Document your impact and your clients' progress with analytics, charts and reporting features.
Financial Overview
The fastest way to get an overview of the client’s company’s historical financials.
Budgeting Feature
Manage your past, current, and future financials with our new Budgeting feature.
GrowthPlan
Create your clients GrowthPlan using and set ambitions, action plans and outcomes.
Software Releases
We have now released monthly software updates for the last 36 months and we are not running low on new ideas and improvements.
