Create quality plans faster with Helper Metrics, Visual Inputs, and the elimination of Jerry-Rigging.
Knowing what's going on under the hood of the plan has never been easier to access and understand
Answer difficult questions on the fly, while encouraging your clients to play with ideas & suggestions.
Expand your client's financial goals and discover new motivations by discussing their alternative dreams.
Invite prospects online to share in Data Gathering or use Do-It-Yourself Mode to retain with technology.
Keep a living history of any planning experience including access, plan inputs, and suggested actions.
A revolutionary User Hierarchy allows planners to easily play and experiment with settings
Firms can easily set up, control & track the teamwork of internal staff as well as external professionals.