Cloud based advanced planning for Financial Advisors, and Planners Leverage our state of the art technology to help your clients.

Cloud based advanced planning for Financial Advisors.

Cloud based advanced planning for Financial Advisors and Planners Leverage our state of the art technology to help your clients.

Read More Free Trial

Capital Projection

  • Set a strong financial path for your clients' future
  • Determine if your clients are on track to achieve their retirement goals
  • Plan and project retirement and financial capital for households

Read More Free Trial

Capital Projection
Monte Carlo

Monte Carlo

  • Obtain the probability of success of a plan with Monte Carlo simulations
  • Avoid plans with a projected low probability of success
  • Present a complete statistical analysis to your clients
Read More Free Trial

Flexible Projections and alternative scenarios

  • Adjust your plan with our customizable projections
  • Freely modify the assumptions of your financial plan including income, expenses, goals, estate, inflation etc
  • Test your plan to multiple scenarios and variables (What ifs?)
Read More Free Trial
Flexible Projections and alternative scenarios
Debt Planning, and Financial Goals

Debt Planning and Financial Goals

  • Debt Planning, and Financial Goals
  • Suggest debt and liability payment schedules
  • Ensure your clients are on track to achieve their financial goals
Read More Free Trial

Income before Retirement and Income after retirement

  • Create Social security projections
  • Select optimal contributions and withdrawals on tax-deferred accounts
Read More Free Trial
Income before Retirement and Income after retirement
Estate Planning and Life Insurance

Estate Planning and Life Insurance

  • Create life insurance suggestions
  • Estimate an approximate estate value for the life of a plan
Read More Free Trial

Client Portal

  • Receive client held-away account information through our aggregation feature (Upcoming Feature)
  • Give clients the flexibility to actualize financial information through our client portal
Read More Free Trial
Client Portal
Financial Plan

Financial Plan

  • Add, delete, and edit sections and subsections in your financial plan
  • Generate customizable financial plans
  • Create high-quality financial plans
Read More Free Trial

Healthcare and Educational Planning

  • Project college and education expenses
  • Plan for your clients' healthcare expenses
Read More Free Trial
Healthcare and Educational Planning