Updates for Tailwind, Partners 4 Prosperity Edition

Tailwind is pleased to announce a number of enhancements for Prosperity Pathway users. These changes, made in collaboration with Kim Butler and Partners 4 Prosperity, are designed to make Tailwind and the Prosperity Profile easier to use and more useful to you and your clients.

Client Experience

• Tailwind now checks to see whether or not your clients’ contacts include birthdate information and will ask them to enter it before letting you know they’re done with the questionnaire.
• The client can now enter their credit score on the Protection Mechanism screen.
• When the user clicks “I’m Done” Tailwind now turns off the Guided Interview, making it easier for clients to review their information the next time they have already entered.

Advisor Experience

• The case screens now open in the same browser instance as the main screen, simplifying interations with Tailwind.
• The advisor can now enter the client’s credit score on the Protection Mechanism screen.

Prosperity Profile

• Added Credit Score field to Prosperity Profile and Protection Mechanism screen.
• Information on 401k’s and Roth IRA’s are now in separate fields rather than combined into one.
• An Annual Charitable Contributions field has been added to the Profile.
• Children’s names are now shown in the Prosperity Profile.
• Qualified and Non-Qualified assets are now referred to as Retirement and Non-Retirement assets, respectively.
• “Current Cash Value” of real estate has been changed to ”Current Market Value.”
• “Expense/Income Ratio” has been changed to ”% of Income Allocated”

 These updates are a part of our commitment to continuously improving your experience with Tailwind products and services. We are planning and working more changes. We appreciate all the feedback we receive from our customers; it helps us to decide what improvements we need to make.

More Information

For more information on Tailwind and its products and services, contact us at:

• On the Web: http://www.tailwindfs.com/contact
• By Phone: (877) 871-1414

The State of the Internet

The internet has completely changed the way people communicate and live their lives, but do we really understand how big a part of our lives the internet is now? Click on the link below to watch a video that will help put it into perspective:

http://www.tailwindfs.com/Video/default.aspx?id=State_Of_the_Internet

Update: Branded Client Questionnaire Emails

When you send your clients an invitation to fill out the Tailwind Questionnaire, the email used to contain a Tailwind logo at the top. To improve the branding experience Tailwind offers, Tailwind is pleased to announce that the invitation email has been updated to show your custom logo, if you’ve specified one.

To specify a custom logo, simply click the “Customize Tailwind” link on the Tailwind main screen, and select the company logo you want to display on the advisor and client screens.

Continuous Improvement – A Part of the Tailwind Experience

This update is a part of our commitment to continuously improving your experience with Tailwind products and services. We are planning and working more changes. We appreciate all the feedback we receive from our customers; it helps us to decide what improvements we need to make.

More Information

For more information on Tailwind and its products and services, contact us at:

• On the Web: http://www.tailwindfs.com/contact
• By Phone: (877) 871-1414

Announcing the Tailwind Referral Program

Tailwind is pleased to announce a new way to help you save money with Tailwind: The Tailwind Referral Program. Help us spread the word about Tailwind, and you’ll save money on your subscription fees with each person you refer who signs up with us.

We look forward to learning about your referral’s specific needs, and showing them how Tailwind can save them time and money. 

Here’s how the program works:

1. Refer somebody to us by and filling out the online referral form. Make sure to fill out all of the required fields.
2. If the person you referred signs up for Tailwind, you will receive a refund for a month of your subscription once they’ve paid for two months.

There is only one requirement to participate in the Tailwind Referral Program: You must be a current, paying Tailwind customer to participate. It’s that simple.

>> Click here for the online referral form

Updates Posted for Tailwind Web Site and Applications

Tailwind is pleased to announce a number of enhancements designed to make Tailwind more useful than ever to you and your clients.

Changes to www.tailwindfs.com

• A Video section has been added to the web site. This page will contain product and feature videos, tutorials, and recordings of events such as webinars. There are a small number of videos available on this page now, and the collection will be growing shortly. To view Tailwind videos, go to http://www.tailwindfs.com/video.

Changes to the Advisor and Client Applications

• The Guided Interview feature, released in January, has made the client’s task of filling out the confidential financial questionnaire much easier. Since its initial release, the Guided Interview has undergone some minor upgrades designed to make the questionnaire even easier to fill out. Changes include bug fixes and procedural changes designed to make the interview questions easier to understand.
• The advisor can now delete cases from the Tailwind main screen by simply moving the mouse over the client’s name on the Tailwind main screen and clicking “Delete Case” on the popup menu. Exercise caution when deleting cases – once deleted they cannot be recovered.
• For branding purposes, the advisor can now change the logo shown on the Tailwind advisor and client applications. Simply click the “Customize Tailwind” link on the Tailwind main screen, and select the company logo you want to display on the advisor and client screens.

Continuous Improvement – A Part of the Tailwind Experience

These updates are a part of our commitment to continuously improving your experience with Tailwind products and services. We are planning and working more changes. We appreciate all the feedback we receive from our customers; it helps us to decide what improvements we need to make.

More Information

For more information on Tailwind and its products and services, contact us at:

• On the Web: http://www.tailwindfs.com/contact
• By Phone: (877) 871-1414

Tailwind Web Site Receives Significant Updates

The Tailwind Financial Solutions web site (www.tailwindfs.com) has undergone a significant update. It now features a video introduction on the home page and easy-to-access links and buttons to get to key product and service information. The information web site visitors is now easier than ever to find.

Stay tuned for a major product announcement coming soon.

We’ve Moved!

Tailwind is proud to announce that it has moved to a new location in order to better serve our clients’ needs. Our new address, which is reflected on the web site, is:

800 Bellevue Way NE, Suite 400
Bellevue, WA 98004

Our phone number is still the same: (877) 871-1414.

Financial Advisors: Become More Valuable To Your Clients. Try Tailwind for Free

The greatest value you provide for your clients is your ability to put together a course of action for them to reach their financial goals. The things you do to get there - collecting your clients’ financial information, running calculations, communicating effectively with your client – are critical to earning your clients’ trust.

Tailwind Financial Solutions is in the business of equipping you to earn your clients’ trust more consistently and efficiently. Tailwind will help you:

• Collect The Data You Need: Tailwind’s secure online financial questionnaire allows your client to provide their financial data to you over the internet. And when it’s time for your client’s follow-up meeting, all your client will need to do is update their financial data rather than give it all to you again.
• Eliminate Double-Entry: Perhaps nothing is more aggravating than having to enter the same data into several different systems. To eliminate this problem, Tailwind is integrated with the MoneyTrax Spending Game™, allowing you to instantly import your clients’ financial data straight into the Spending Game™ with just a few mouse clicks. Tailwind also lets you download and save your clients’ contact information into your email program, contact manager, or CRM.
• Stay On Message: Tailwind is integrated with the MoneyTrax Circle of Wealth® process. Without going to another program you have instant access to a wealth of instructional content made by MoneyTrax, including video and audio of Don teaching the Circle of Wealth®.
• Know What’s Next: Tailwind’s workflow features keep you and your client informed on the status of their case. And Tailwind instantly gives you instructions on what do to next as you open your client’s case.
• One-Page Summary: Once your client’s financial data has been entered you can open the Advisor Summary Report – a one-page report containing key financial information and calculations reflecting your client’s current financial condition. This report can save you hours by doing calculations you would normally have to do manually.
• Know Your Client’s Communication Style: You want to make sure you’re communicating effectively with your client and their spouse. The Insights Profiles – a personality assessment system – is integrated directly into Tailwind.

 

Get Started Now!

If you’re looking for a way to build your clients’ trust more consistently and efficiently, then you need to get Tailwind. We’re so confident that we can help you become more valuable to your clients that we’re currently offering a 30-day free trial. Simply contact us by clicking now on the Request Demo button below or by calling us at (877) 871-1414. There has never been a better time to get started.

Tailwind Imports Data Directly to the Spending Game

We are very pleased to announce that Tailwind data imports directly into the MoneyTrax Spending Game^®. Please join us for a Special Webinar to show you what’s new:

Date:        Wednesday, August 26, 2009
Time:        9:00 AM – 10:00 AM Pacific (12:00 PM – 1:00 PM Eastern)

Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/671583819

System Requirements:
Windows^® 2000, XP Home, XP Pro, 2003 Server, Vista
Mac OS^® X 10.4 (Tiger^®) or newer

We have received lots of excellent feedback and suggestions from our Charter Subscribers on how we can improve Tailwind.  And we know you all have been waiting to see the Spending Game^® direct import feature.  We are grateful for your patience while we’ve worked with Jeff Hopper to get it right. 

We are very pleased to announce that the Spending Game^® / Tailwind direct import feature has been completed and is now available to all Tailwind subscribers.  

During this webinar, we will be doing a live demonstration of the Spending Game^® / Tailwind direct import feature in action.  You’ll get to see how quick and easy it is to setup your Spending Game^® cases using Tailwind.

We look forward to having you attend this event.

Sincerely,
The Tailwind Team
P: 877-871-1414
info@tailwindfs.com
www.tailwindfs.com

Tailwind Update Posted

In response to user feedback, an update to the Tailwind advisor and client applications has just been posted. The main changes in this release are as follows:

Advisor Application (https://advisors.tailwindfs.com)

• The popup menu next to each client listed on the main menu now has two options for opening the client’s case:
  Open Case, which opens the instruction page for the next step to be completed in the case; and Open Case to Last Viewed Screen.
• The default action (when you click on the client’s name on the main window) has been changed to open the case to the instruction page for the next step.
• The application now supports US and Canadian addresses.
• The application now supports Canadian customers.

Client Application (https://clients.tailwindfs.com)

The application now supports US and Canadian addresses.

If you have questions about Tailwind Financial Solutions or our products, don’t hesitate to contact us by going to http://www.tailwindfs.com/Contact.htm