Flexible plans that fit the dynamic needs of your advisory practice
- Access for one advisor to manage clients and prospects and collaborate on plans
- Up to 10 PlannerPlus plans for access to in-depth planning features
- Up to 40 Basic plans to invite prospects to create plans and engage
- Call us (888) 995-2080
Insightful. Delightful. Engaging.
Give your clients a new way of building financial wellness. Our Planner is built to support learning through exploration.
Key Features
- Fully collaborative experience with clients and prospects using your Co-Branded Planning Platform
- Analyze client plans with tools like the Client Overview Summary, Financial Wellness Metrics, and Insight reports.
- Optimize your client’s planned Roth conversions with our Roth Conversion Explorer
- Prepare comprehensive retirement & tax plans
- Compare strategies using the Social Security Explorer
- Analyze future spending with the Detailed Budgeter
- Access to comprehensive insights to support collaborative planning discussions
- Analyze direct comparisons between multiple planned scenarios
- Support team and on-demand courses for you and your clients