- User-friendly goals-based application
- Helps close a product sale in a single meeting
- A professional approach to needs analysis in accumulation and/or protection areas
- For clients who require a basic financial assessment, less than $500K AUM
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- A mixture of needs assessment and financial planning
- Addresses simple to comprehensive planning needs
- Easy advisor input with pleasing client output
- For advisors who manage mass affluent clients with detailed planning needs, $100K AUM plus
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- A full range of financial planning capabilities in one program
- Powerful yet flexible application
- Interactive tools for evaluating multiple scenarios
- For clients with $500K AUM to ultra-high net worth
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- A full range of financial planning capabilities in one program
- Advanced features available including detailed bracketed tax rates
- Interactive tools for evaluating multiple scenarios
- For clients with $500K AUM plus, including retirees
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- Detailed, holistic financial planning
- Comprehensive tax and cash flow planning
- Advanced estate planning
- In-depth reports appropriate for fee-based plans
- For high and ultra-high net worth clients
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US products
Canadian products
