Fast flexible modeling; see clients’ individual financial futures in numbers and graphs. Professional software that…
- Makes planning efficient and effective with quick data entry and clear complete results.
- Focuses clients upon just what really matters, lead conversations with facts and education.
- Discovers risks, shortfalls, and opportunities. Highlight solutions that drives clients actions towards their best financial future.
- Dynamically answers clients’ “What-If” questions live onscreen.
- Shows instant, side-by-side comparisons. Easily include multiple potential scenarios within a primary planning report.
- Handles complicated financial situations with flexible planning models and comprehensive reports.
- Includes client access to a live personal planning portal.
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