Financial Needs Analysis
FNA, built directly into every client record
With Laylah, client data lives in one place. The same information feeds both the client record and the FNA, with no double entry
Client file
Alicia Dillan
Full name
Alicia Dillan
Date of birth
1978-03-15
Annual income
125 000 $
Dependents
2 children
Analyses available
Analysis Report
Alicia Dillan
How many times have you entered the same information?
Name, date of birth, family situation, financial goals... You already have all of this in your CRM. But to prepare an FNA, you end up re-entering everything. By hand. Again and again.
From client profile to a complete FNA. Automatically.
Three steps. Zero double entry. An analysis ready in a few clicks.
Your data is already synchronized
Information from your insurers, brokers and tools is already in Laylah. Automatic sync with 25+ feeds.
The FNA pre-fills itself
Start an analysis: client data is automatically populated. Nothing to re-enter.
Analyze and deliver
Complete the analysis, customize the report and deliver it to your client. Everything stays in Laylah.
Your benefits
What this changes for you.
Concrete, measurable benefits, every day.
Hours recovered every week
No more copy-pasting between systems. Client data feeds the FNA automatically.
Reliable and consistent analyses
One single source of data. No manual transcription, no errors.
Everything in one platform
From client profile to FNA, from report to follow-up. No tool switching.
Analyses that inspire confidence
Clear analyses, presented in professional reports that strengthen your credibility.
Everything you need to run your analyses.
A complete feature, designed for advisors.
Automatic pre-filling
Client data automatically populated from the profile.
Synchronized information
Real-time updates from your connected feeds.
Complete analysis
All fields required for a comprehensive FNA.
Customizable reports
Client-ready documents, branded to your firm.
Analysis history
Access to previous FNAs for each client.
Native integration
No external module, everything is built into Laylah.
A native FNA. Not an add-on.
Most CRMs rely on external tools for financial needs analysis. Laylah integrates the FNA directly into the platform, with no extra software and no extra subscription.
Life Analysis
Needs for survivors.
Disability Analysis
Inability to work.
Simplified Retirement Analysis
An overview of retirement needs.
Critical Illness Analysis
Needs in case of illness.
Budget Analysis
Analysis of allocation and targets.
Custom Analysis
Detail your own analysis.
| Hypotheses | Alicia | Marc-Antoine |
|---|---|---|
| Retirement Age | 65 ans | 65 ans |
| Life Expectancy | 90 ans | 90 ans |
| Inflation Rate | 2.2 % | 2.2 % |
| Investment Return | 4 % | 4 % |
| Retirement Income Target | 70 % | 70 % |
| Plans & Pensions | Alicia | Marc-Antoine |
|---|---|---|
| Plans | ||
| Estimated Amount | 21 000 $ | 18 000 $ |
| Application Start | 65 ans | 65 ans |
| Application Start | 65 ans | 65 ans |
| Pensions | ||
Defined Contribution Plan | - | - |
Defined Benefit Plan | - | - |
| Analysis Results | Alicia | Marc-Antoine |
|---|---|---|
| Accumulated Amounts | 15 000 $ | 14 500 $ |
| Quebec Pension Plan | 21 000 $ | 18 000 $ |
| Old Age Security | 8 200 $ | 8 200 $ |
| Total Estimated Income | 44 200 $ | 40 700 $ |
Professional reports, branded to your firm.
Generate polished PDF reports that reflect your firm. Choose what to include, reorder sections, and deliver documents your clients will value.
Report Sections
5 selected
Ready to say goodbye to double entry?
Discover how Laylah’s integrated FNA simplifies your financial needs analysis, from data to report.
30 days free. Cancel anytime. Assisted migration included.