Built-in Collaboration

Plan-building shouldn’t be a one-way street. The Decision Center captures the spirit of collaboration and interactivity by building plans together with your clients.

Analyze and Compare Plans

In real-time, you can make quick, on-the-fly adjustments to a client’s financial picture, or layer in-depth advanced planning scenarios to model their exact needs.

Simulate Multiple Scenarios

Easy-to-use toggles and sliders for each financial technique instantly display any number of financial outcomes for immediate client reaction.

Prioritize Goals

Drag and drop financial goals in order of importance to help your client and their spouse identify what matters most.

Model the Future

Show the impact of a client’s decisions on their future and highlight the benefits of your recommendations.

Built-in Collaboration

Plan-building shouldn’t be a one-way street. The Decision Center captures the spirit of collaboration and interactivity by building plans together with your clients.

Analyze and Compare Plans

In real-time, you can make quick, on-the-fly adjustments to a client’s financial picture, or layer in-depth advanced planning scenarios to model their exact needs.

Simulate Multiple Scenarios

Easy-to-use toggles and sliders for each financial technique instantly display any number of financial outcomes for immediate client reaction.

Prioritize Goals

Drag and drop financial goals in order of importance to help your client and their spouse identify what matters most.

Model the Future

Show the impact of a client’s decisions on their future and highlight the benefits of your recommendations.

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