Our Products for Wealth Planning

Social Security Maximizerâ„¢

$
0
for limited clients
Try for free

*$19.99/monthly upgrade to premium for unlimited clients

Product Overview

The Social Security Maximizerâ„¢ standard version is FREE for all financial advisors. The premium version that gives unlimited access and customized client reports is available for a nominal fee. This software allows financial advisors to maximize the Social Security benefits for their clients. With its intuitive user interface, the tool produces client specific benefits maximization strategies. The maximization takes into account all possible personal and financial situations such as earned income, government pensions, dependent children's benefits, and advanced timing strategies.

Wealth Plannerâ„¢

$
0
for limited clients
Try for free

*$79.99/monthly upgrade to premium for unlimited clients

Product Overview

The Wealth Planner™ is a sophisticated yet intuitive planning platform that allows financial advisors to efficiently create both goals based and cash flow based financial plans. This online platform can be accessed via all leading web browsers on most computing devices, including smartphones and tablets, running on different operating systems (Windows, Mac, iOS, Android). It produces financial plans that are aligned with client life stages and supports different business models for financial advice. The Wealth Planner™ allows advisors to offer differentiated and actionable advice efficiently.
The Wealth Planner™ has been reviewed by FINRA (Financial Industry Regulatory Authority) and compliance approved by industry's largest broker/dealers.

Personal Financial Index®

$
0
for consumers
Try for free

*Contact us for corporate use

Product Overview

The Personal Financial Index® (PFI) is FREE for consumers. Financial advisers use the PFI for educating prospective clients while corporate employers use it as a powerful employee benefits service and for Department of Labor compliance (ERISA). They have the ability to have it installed on their websites or employee benefits portal. This software product has been reviewed by FINRA for consumer education. This software is automatically integrated with our advanced financial planning software ( Wealth Planner™ ). It also has integrations with 3rd party software applications e.g. CRM systems.