Designed with Client Needs in Mind

Tailwind makes its easier for you to provide the best possible information to your Advisor, in a way that allows your Advisor to be more efficient and serve you better.

Tailwind is:

Convenient - Once you complete and submit your questionnaire, your data is immediately available to your advisor. No need to give your advisor a hand-written paper questionnaire.
User Friendly - Tailwind's Guided Interview walks you through each screen and asks you for the information you need to enter. You will know what you need to do at each step.
Saves You Time - When it's time for your advisor to follow up with you, instead of having to fill out the questionnaire all over again, you'll simply review your questionnaire and update information that has changed.
Safe - Your information is secure. Tailwind uses 256-bit encryption to protect your data. Tailwind saves your data online, protecting you from system crashes. The data you enter will not be lost.
Confidential - You and your advisor are the only people who have access to your questionnaire data.

So your Advisor can serve you better:

Tailwind communicates with other systems your advisor uses on your behalf, including contact managers, planning software, and other tools. Your advisor saves time and is more efficient.
This allows your advisor to spend more time crafting excellent solutions for you, and less time on necessary administrative tasks.
Tailwind keeps your unique circumstances readily accessible to your advisor at all times, whether your advisor is in or out of their office.

It is our desire to make this as positive of an experience for you as possible. User feedback is vital in this effort. We greatly value all feedback, both ideas and constructive criticism, as this will allow us to continually improve the user experience. You can provide feedback by going to the Contact Page.