Financial plan generation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Client onboarding completed

   New client submits completed onboarding form with financial goals, current assets, and risk preferences through Salesforce Financial Cloud. System validates all required documentation is present.

   Salesforce Financial Cloud
2. 2

   Action

   Generate risk profile assessment

   Client responses are automatically processed through Riskalyze to calculate risk tolerance score and capacity. System creates detailed risk profile with investment preferences.

   RiskalyzeSalesforce Financial Cloud
3. 3

   Action

   Import financial data

   Client's current portfolio positions and account balances are imported from linked accounts into MoneyGuidePro. Historical performance and asset allocation are analyzed.

   MoneyGuideProOrion
4. 4

   Decision

   Evaluate plan complexity

   System determines if client requires basic investment plan or comprehensive financial planning based on asset levels, goal complexity, and risk factors. Routes to appropriate planning template.

   MoneyGuidePro
5. 5

   Action

   Generate financial projections

   MoneyGuidePro creates detailed financial projections, retirement scenarios, and goal-based recommendations. System calculates optimal asset allocation and investment strategy.

   MoneyGuideProRiskalyze
6. 6

   Action

   Create client deliverables

   Automated generation of personalized financial plan report with executive summary, investment recommendations, and action items. Plan is saved to client record with scheduled review dates.

   MoneyGuideProSalesforce Financial CloudRedtail CRM
7. 7

   Output

   Deliver completed financial plan

   Finalized financial plan is automatically sent to client via secure portal and advisor is notified to schedule follow-up meeting. Client record is updated with plan status and next steps.

   Salesforce Financial CloudRedtail CRM

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