The right financial planning software can exponentially increase the level of service you provide to your clients.
- Advise more thoroughly with the most comprehensive financial planning tool on the market
- Demonstrate greater value with the highest quality of personalized reports, and tools that present the financial value of the planning and advice you provide
- Plan for every scenario with four product levels of planning sophistication, from the simplest retirement model to the most complex plan for corporate accounts
- Work more effectively with fact finding tools, executive summaries and T1 tax calculations at your fingertips
- Sell more strategically with 14 fully integrated planning concepts highlighting relevant products and services
- Deliver a better client experience by simplifying the complex, with transparency and accuracy