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Advanced Planning

Demonstrate complex, real-world scenarios over a client’s entire lifetime with the industry's most comprehensive planning solution.
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Model the Future

Model the Future

Provide clients with an in-depth and personalized look at their financial pictures using dozens of advanced planning techniques and what-if scenarios.

Simulate Multiple Scenarios

Work side by side with your clients to understand the financial impact their decisions have on their plans. Adjust scenarios and techniques in real time for immediate feedback.

Simulate Multiple Scenarios
Collaborate on Estate Planning

Collaborate on Estate Planning

Show clients the risks, vulnerabilities, and benefits of various estate-planning scenarios, and work together to create strategies to better protect their legacies.

Check Out a Demo! WATCH HERE

Other features include:

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Couldn’t Find a Feature You Need?

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Hey Enterprises!

Hey Enterprises!

We work with you to configure a solution that meets your firm’s unique needs.

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Not Ready to Commit?

Not Ready to Commit?

Take a look at some of our online resources for more information.

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