PlannerPro

Empower your clients with a digital-first planning experience.

Collaborate in real-time with our dynamic planning tools. Our planner fosters education and engagement, and leads to more insightful questions, clearer decisions, and more confident actions—efficiently and effectively.

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Learn more about clients in less time

Invite clients and prospects to submit their financial details and goals through a simple 8-minute process before your meeting. Collect and review comprehensive planning data upfront, so you can engage in deeper conversations and deliver personalized advice from the very first conversation.

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Build plans that build trust

Collaborative planning empowers your clients to plan and act with confidence, knowing they’re supported by a platform designed to secure their future. Guide clients through asset accumulation and decumulation effortlessly.

Create and share multiple plan scenarios that include:

  • Monte Carlo modeling
  • Digital coaching
  • Insights reports

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Unlock real-time insights for transparent, planning

Deliver tailored strategies with clarity and precision and provide actionable insights that help your clients make empowered, data-driven decisions while staying connected with you over time.

  • Gain insights to minimize tax liabilities and maximize savings opportunities.
  • Monitor progress toward client goals and adjust plans in real-time.
  • Use detailed dashboards to make clear, client-focused decisions that evolve as their financial needs change.

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Build stronger relationships together

Your clients access a co-branded version of the Planner that highlights your brand. Allow clients to easily schedule appointments or request support directly from their planning dashboard—reinforcing your role as a trusted financial partner throughout their journey.
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