Helping you summarize stacks of reports
into a single page visualization.
The Beta-Blueprint is a cloud-based software developed for financial advisors by a financial advisor!
Why the Beta-Blueprint Works
The Blueprint turns client data into a picture
That picture helps visualize the client’s life story
This visualization is holistic planning in action
Remote Planning Solution
Allows an advisor the ability to visit with clients in multiple states from the convenience of their own office.
Generate Referrals
Latest Technologies
Holistic Financial Planning
Covid / Lockdown Friendly
Having the ability to communicate effectively using web meeting technology has allowed my business to grow without leaving my office the way I have in the past. With the Beta-Blueprint system, I can show current and potential clients where they are from a financial standpoint, things I would change and solutions to help solve their overall financial concerns.
We still conduct in person meetings, just not as many as we have in the past. This technology allows us to weed thru people and work with the people we want to work with.
In 2021, my business has been 100% referral based and I give the Beta-Blueprint the credit for this success. People want simplicity and this is the secret.
Michael T.
Pricing
Individuals, small businesses, or large groups of advisors
Discounts for buying in volume
Individual
75 Per Month
- 30 -Day Free Trial
- No Card Required
- Free Training
- -
Business
300 Per Month
- 30 -Day Free Trial
- No Card Required
- Free Training
- Group Discount