Is a web based tools that allow self investor, financial planners and financial planning companies to interact, collaborate, track and reward all parties.
Allows Financial Planners and Financial Planning Companies, the functionality to keep track of all the customer information and investments. It also helps them to proposed the best mix of investment and services based on customers risk profile.
It is a platform that encompasses all the complexity of financial planning process into a simple and easy to use by non-technical users.
Below is a video explaining the Portal Overview
For Individual Investor
For Professional Financial/Wealth Planner
Can We Send You A Cheque Every Month
(MAKE Money and SAVE Money By Joining AtOneGoFinancial.com)
Our course "Harnessing ICT To Propel Your Financial Planning Practice" have been approved by Financial Planning Association of Malaysia and Securities Commission. The course is a one day course to be held on 24th Sept 2011. For more information, please send email to efp@AtOneGoFinancial.com