FDG - News
Financial Data Gathering Services

FDG Services is a uniquely designed financial data gathering service for financial planners and financial practitioners.
It is NOT software you need to buy or download to your computer.
It is a series of forms, a form system, centered around the base form, the Simplified Confidential Data Form,
which gathers 5 pages of comprehensive client information.
Each client's data is secure and accessable to only you and the client.

FDG is an online form system which you and your client's can access and use personally, privately, and securely.

The current online system is the brainchild of Certified Financial Planner™ Mick Owens, who's quest was
to create for himself a SYSTEM for gathering financial data that would accomplish TWO specific goals.
1. To simplify the process for BOTH the practitioner and the client
2. To expedite the process for BOTH the practitioner and the client
His need for such a system ( for gathering financial data ) was to ESCALATE the level of SERVICE
he would be able to provide and deliver to his hundreds of clients.

FDG Services delivers directly to the financial practitioner the client's info he will need to accelerate
the business delivery of his practice, as well as simplifying the process tremendously for his clients.

FDG Services Abbreviated Demo.

FDG Demo
The demo will allow you to experience a brief glimpse of what Mick Owens has accomplished for his practice and it's level of service. The form's gathered info is delivered directly to your email address in a style that allows you the practitioner to ASSESS and to SERVE your client's initial needs in a more immediate manner.

Note: In this demo version you will be asked to enter an email address so as to receive the aggregated data read out via email.
When using the service as a registered service subscriber it is not necessary to enter an email address. The full read out is sent
to the practitioners default email address, which is established at the time your official user account is created.

The full Simplified Confidential Data version of FDG's online form system collects 5 pages of comprehensive client data.
The data also defaults to a standard CSV file which can be imported into a standard spreadsheet, such as Excel.
There is also a matrix soon to be available for importing this data into standard financial planning software programs.
Both options will be available only to registered FDG users.