GLAS.app

Next, we see how your client's data stacks up against UK benchmarks - using a red, amber, green system to highlight overspending or underspending (compared with average data) in specific areas.

This compares your client's spending with the latest ONS data in areas like dining, transportation, entertainment and other non-specific areas.

This creates a whole series of talking points, and immediate visual representation.

ONS dataset is updated with each software release.

The Report - no more going through your fact-find and typing up a personalised report for your client, click 'Export Report' at the end of your session - save, or print this perfectly formatted PDF report for your client. 

The process is useful, but the report is key - clients prefer to walk away with something tangible at the end of their session - this is their personal evaluation and quite often, their starting point too - this is what will set your practice apart from the rest.

We've designed this app for maximum compatibility - Designed using standard Web Technologies, GLAS will run on Windows, Mac and on your phone. This makes this it ultra-portable, for those that want to work with clients out in the community, but still want to have opportunity cost information at hand.

Imagine attending an event where there are multiple client opportunities, and creating a quick hard-hitting calculation for a potential client, perhaps someone with an expensive daily coffee habit or someone whose spending is out of control - with this simple but effective app, you are able to collect basic information (quickly) and with a couple of screen taps, produce a professional, personalised report.

The app is obviously not the whole picture; it is a conversation aid to help people visualise the impact of their spending habits over 5, 10, 20 and 30 years - Internet connection required.

Remember: GLAS is not regulated financial advice - it is a calculation / conversation aid for money mentors.