Plan Settings
This comprehensive suite of features empowers advisors to craft a unique and personalized financial journey for each household. From fine-tuning calculation assumptions to selecting the colors for graphs, it's all in your hands.
Advisor Settings
These personalized settings enable advisors to define default parameters for their plans, including market assumptions, report templates, and more. It's the key to tailoring the planning process while remaining efficient.
Teams Settings
Team Managers have the authority to invite and manage permissions for both internal and external team members, oversee license payments, and facilitate seamless plan transfers between team members.
Notable Process Management Features
Teams
Metrics & Graphs
Metrics & Graphs
Metrics & Graphs
Metrics & Graphs
Metrics & Graphs
History
Metrics & Graphs
Integrations
Integrations
Integrations
Integrations
Custom CAPM
Integrations
Custom CAPM
Dashboards
Integrations
Custom CAPM
Settings Hierarchy
Morningstar Mapping
Settings Hierarchy
1 Page Reports
Morningstar Mapping
Settings Hierarchy
Morningstar Mapping
Morningstar Mapping
Morningstar Mapping