How It Works
Financial advisors gain a competitive edge with Epsilon Metrics’ optimal debt repayment strategies. Provide your clients with the best possible advice while strengthening a core part of your comprehensive financial plan.
The Epsilon Metrics
Debt Repayment Process
Step 1
Submit Client Debt Information
Provide us with basic information about your client’s qualifying debts, including current balance, minimum monthly payment, and annual interest rate.
Step 2
Receive Customized Analysis
Your customized PDF is generated and reviewed by an in-house expert, then sent straight to your inbox. We use end-to-end encrypted email delivery to ensure your client’s data remains confidential. Two-factor authentication is available at no extra cost.
Every analysis includes Epsilon Payments: for a given total monthly payment, Epsilon Payments are the fixed payment distribution that best minimizes your client’s lifetime costs, while still satisfying their lenders’ minimum payment requirements.
Step 3
Review & Recommend
Review your customized analysis, which includes helpful metrics such as the return on investment (ROI), rate of return (ROR), and return on cash flow (ROCF).
Based on your knowledge of your client, our analyses make it easy to recommend a total monthly payment amount. Your client simply matches payment values to the fixed Epsilon Payments that correspond to your recommendation.
Step 4
Share With Your Client
The universal PDF file format is easy to share digitally and looks great printed out for an in-person meeting with your client.
Simple visualizations are included with each financial metric, so it has never been easier to show your client how you arrived at a specific recommendation.
Our fixed Epsilon Payments are simple to set up, ensuring your client follows through with your recommendation.
Unlock Optimal Debt Repayment Strategies with Epsilon Metrics’ White Papers
Our white papers offer in-depth explorations of optimal debt repayment. Learn how our mathematically rigorous approach maximizes savings and outperforms traditional methods, providing financial advisors with actionable insights.
Save Time & Maximize Client Savings
Maximize your clients’ financial freedom. Start your analysis today with Epsilon Metrics and see the power of mathematically optimal debt repayment strategies.
Set-and-forget, fixed-payment solution
2-business-day turnaround
End-to-end data protection
