New standards in personalized advice
The IG Living Plan is our proprietary financial planning tool that has transformed the way Advisors provide comprehensive, personalized financial advice. With the IG Living Plan you’ll always have a clear picture of where Clients’ finances are relative to their goals across all six dimensions of their financial life. This synchronized approach to financial planning ensures they remain engaged and their evolving needs are reflected at every stage of your work together. The Living Plan Assessment provides you with a well-being score for each Client, and a compelling, behaviourally based way to track progress over time. Through this AI-driven assessment, you can help build financial confidence and well-being by sharing planning actions and behavioural recommendations.