GrowthWheel
This Business Advisory System equips trusted advisors with a practical toolset for facilitating client growth. It offers an intuitive online platform that enhances workflow and client interactions. Advisors can utilize visual business tools, conduct 360º assessments, and generate customized reports, enabling clients to set ambitions and execute actionable plans efficiently.
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Top GrowthWheel Features
- Live online training programs
- Continuous education resources
- Practical toolstack for business growth
- User-friendly online platform
- Workflow support for advisors
- Digital client relationship management
- Customized business curriculum
- Visual business assessment tools
- 360º client assessment capability
- Scope of work definition
- Fast results for clients
- Action plan tracking
- Integrated financial overview
- Budget analysis tools
- Customizable reporting features
- Aggregated analytics dashboards
- Personal and business tool sharing
- Intake forms embedding options
- Client execution support
- Business ambition setting.
