The ability to fill a simple form and quickly establish a rapport with a client and generate an investment plan that can then be further customized is a very important asset to Investment Advisors that Intelvest provides. The transparency and ease of this process makes it a very valuable benefit both to the investment advisor and to the client.

The form can be filled either by the client alone or by the client along with the advisor in an Online Zoom call or Google Meet. The Intelvest platform uses this form to take the next steps including plan generation as well as goals and objectives and help create a long term fiduciary relationship with the client. The process accommodates inflation, as well as the asset investment and cash withdrawal plan to meet various client objectives and goals.