Modular Needs Analysis

Scalable financial planning calculators that each focus on a single, planning concept give you the ability to direct modular planning conversations based on your clients’ needs.

Simple, Scalable Planning

Deliver high-level financial planning capabilities across your client base with easy-to-create, easy-to-understand plans.

Plan for Any Need

Modules for insight into a variety of common planning concepts including asset allocation, insurance, college planning, retirement, income protection, and more.

Validate Your Recommendations

Model the benefits of any number of investment solutions within the context of a financial plan.

Create Deliverables in Minutes

Determine a client’s financial needs and create client-ready presentations in minutes.

Simple, Scalable Planning

Deliver high-level financial planning capabilities across your client base with easy-to-create, easy-to-understand plans.

Plan for Any Need

Modules for insight into a variety of common planning concepts including asset allocation, insurance, college planning, retirement, income protection, and more.

Validate Your Recommendations

Model the benefits of any number of investment solutions within the context of a financial plan.

Create Deliverables in Minutes

Determine a client’s financial needs and create client-ready presentations in minutes.

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