For Financial Advisors
Clients and prospects can join your platform.
Build your brand
Upload your picture, logo and colours through the super easy to use portal. Look professional with an app that’s branded to you.
Personalized content possibilities for personal and business financial planning.
- Personal information page with stats
- Market insights
- Financial information
- Photos
- Embed videos
- Financial advice
- Client testimonials
- Case studies
Attract new business
Make meaningful personal connections that will keep your clients coming back and help you grow your business.
Flexible features
- Configurable forms
- Contracts that will get the relationship started
- Surveys and business forms
- Group SMS messaging
- Timely information and effective marketing messages
- Single-tap contact. Phone. Email. Text. Social.
Service your clients
Give your clients an easier, more-personalized experience. Give them all of the information they need, all in one place.
Features for a streamlined experience
- Share Zoom or video conferencing links
- In app linking to online digital tools like scanners, calculators and appointment booking systems
- In app linking to online resources like stocks, news, website pages, videos and more
- Configurable forms
- Applications
- Financial planning questionnaires
- Surveys
- Business documents.
Create Loyalty & Referrals
Goos can be a network that supports you and your clients. Make it fast and easy for your clients to refer you and your services. And recommend trusted professionals from your network to your clients.
Simple sharing
- One-tap app sharing
- Automated SMS app download invitations
- Provide direct app access through a QR code
- Add other Goos app owners as contacts
- Share your powerful referral network
- Recommend specific professionals from your network
Easy analytics to help you understand your clients
Get all of the insights you need to keep your clients engaged.
Complete analytics dashboard
- Who downloads your app
- Who is active
- What clients are viewing
- Easy follow ups with inactive clients
- and more