ClientSuites™ brings together three apps to organize client work, create meeting reports, and explore financial scenarios.
For the assistants, client service teams, subject matter experts, and trusted advisors who make every client meeting happen.
Illustrative previews · fictional demonstration content
Choose the apps separately, or unleash their collective power together.
Client relationships & team workflow
Creating an environment so clients have a trust building, “knock your socks off” meeting experience.
For: Client service teams, subject matter experts, and advisors who deliver at the highest levels
Coordinated client meeting reports
Create clear, compelling reports from synced financial information. Saving time, effort, and headache with integrated client reports.
For: Teams that find creating reports a tedious and time consuming effort.
Visual and interactive scenario planning
Adjust goals, contributions, and assumptions with clients to immediately discover how changes affect outcomes. All while building trust and motivation to act.
For: Advisors and clients exploring decisions together to discover what’s possible.
Samples use fictional demonstration data. For a walkthrough of the actual apps, book a demo.
Less time figuring out who is doing what. More context for the conversation ahead.
Use ClientHub to manage client relationships, prepare for the next client progress meeting, assign tasks, and consolidate documents.
Use ClientReports to prepare simple, compelling reports from client financial records and subject matter expert recommendations.
Use ScenarioIQ to instantly answer the “What if?” questions as clients discuss what they want to achieve for their goals.
Every plan is a company subscription. Choose the apps first, then your company’s seat tier.
ScenarioIQ
ClientReports + ScenarioIQ
ClientHub
ClientHub + ClientReports + ScenarioIQ
Company subscriptions, with four seat tiers. Annual billing is 10× the monthly rate, giving you two months free. Compare every package and feature →
Start with the published facts, then use a personal demo to check the details that matter to your firm.
Yes. Explore includes ScenarioIQ; Operate includes ClientHub. Present includes ClientReports and ScenarioIQ. Orchestrate includes all three apps.
No. Prices are per company, based on a seat tier and billing schedule. The four tiers are 1–9, 10–19, 20–29, and 30+ seats. See the packages page for the complete comparison.
No. The interactive samples are illustrative demonstrations with fictional data. They explain workflows and are not actual product screenshots or a signed-in workspace.
A free 14-day trial is available. Start a trial, or book a demo to discuss your workflow first.
ClientSuites™ is the product family from My Deliverables Team LLC. ClientHub, ClientReports, and ScenarioIQ are the individual apps.
Perspectives from the people using our apps.
“Finally a streamlined way to create our client's meeting packet reports. I can enter the data in one place, and all of the reports are ready to be generated. One at a time, or all at once. If I need to make any changes, that input instantly updates all of the reports affected by the change. This app saves me so much time.”
“It is refreshing to see (my) financial picture (with) easy to understand report(s).”
Referring to the Circle Chart™
“You really nailed it.”
“This is brilliant. I am loving this.”
“100% of my clients who needed to make changes to achieve their financial goals committed to taking action once they could see the immediate impact those changes would have on their financial plans. I was pleasantly surprised by how powerful that experience was. The app’s ability to visually tell each client’s financial story makes the results tangible, compelling, and incredibly motivating. Seeing the impact in real time made all the difference.”
“It's helped a great deal to visually see where I've been and where I am with my financial plan. What a great tool.”
“I’m a financial planner who works with dozens of advisors with different systems. This lets me see what works and what doesn’t. The (ClientSuites™ system) works.
With ClientHub I’m able to clearly see what I need to do, when I need to do it, communicate with the team, and review previous meetings. Being designed for financial services teams it’s less bloated than general-purpose CRMs.
ClientReports has turned work that used to take hours in Excel into a quick and clean deliverables packet.
ScenarioIQ allows advisors to easily illustrate in real time the impact of clients’ decisions. You can see clients’ brains turn on when they watch their plan explode from overspending then become sustainable with some commonsense adjustments. It’s proven to be more effective than static scenarios in client conversations.
Together, they function as a great way for financial professionals to communicate & deliver.”
Bring a meeting-preparation challenge. Walk through the relevant apps in a 30-minute demo.
