Efficient Connect vs AdviserConnect

At Efficient, financial well-being is a holistic concept that covers various aspects of your financial life. We look beyond just your income or wealth, and also consider generations to come. Being financially-well means health and happiness by reducing stress and anxiety, enhancing your quality of life, and even improving your relationships. To measure financial well-being, we created the Financial Well-Being Calculator. Being able to measure and attach a score to the aspirational objective of being financially-well, you can manage and improve your financial well-being efficiently by partnering with an Efficient financial advisor. In doing so, you can improve your financial well-being. The score considers three critical elements: Wealth Creation, Income Protection, and Wealth Protection. We also partner with you where you are in life. Depending on whether you are still saving towards your retirement or are already retired, our financial well-being score will take this into account. You can get access to this calculator by downloading our app today! Our app was also designed to give you one view of your holistic financial well-being by providing you an overview of all your financial products on one platform.

The AdviserConnect app is the ultimate workspace for financial advisers on the go. It provides easy access to Momentum client and product information, allowing you to quickly find client details, view addresses, and navigate to meetings. Stay on top of progress with case tracking, receive timely notifications, ensuring you're always connected and up to date, wherever you are.