Evolution Package

Your Turn-key Solution

The package includes…

  • AAG Foundation Package Licensee PI & Xplan
  • Choice of Investment Management Platforms
  • Choice of Commercial Debt  Funding Package
Menu of Additional Services
  • Access to financial planning software, Advice tools & templates
  • Investment Research & technical Support
  • Professional Development
  • BDM & PDM, Licensee StandardsCompliance Audits & remediation
  • Revenue Collection
  • Kaplan Access & Career Pathways
Aesop® AAG Way – Advice Journey Program
  • MEEET®  Prospect EEE process
  • WMS® – Tailored Workshops
  • Your Life Plan®: Strategy Paper
  • Cashflow® – The Program
AAG Paraplanning Service : Compliance by Design  Service (at cost)
  • AAG APL & Tailored Managed Accounts
  • CFMP EziManager®
  • FEVR Program ® including Succession & transition to Retirement program

Empowering you, the AAG way

At AAG, we are committed to helping our advisers focus on doing what they do best, serving their customers.