Simpler, Smarter Financial Planning

Create quality plans and presentations in minutes, not hours.

Interactive Retirement Planning

Our Retirement Savings module allows users to quantify a client’s potential savings shortfall and can help identify solutions that close the income gap.

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Life Insurance Planning

Our Survivor Needs module quantifies the need for life insurance allowing users to help explain that a client’s ability to provide income is their most important asset.

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Custom presentations that create meaningful conversations

Easily build a custom fact finder with the topics most important to the client or prospect.
Build a presentation complete with needs analysis, client education & motivating calculators from our expansive content library.
Add personalized components like agendas, recommendations, and title pages to your presentations with just a few clicks.

Everything a Financial Professional Needs In One Place

Goals Based Planning Modules

(17 Modules)

Analyze and quantify needs across every major area of financial planning in just minutes not hours.

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Client Education

(600+ Articles / Whitepapers)

Build trust and rapport using articles and illustrations designed to help simplify even the most complex planning topics.

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Financial Concept Tools

(90+ Calculators)

Provide single page, visual answers to many of the most asked questions or commonly misunderstood financial planning concepts.

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