Our planning platform
A better financial planning experience
For advisors, and their clients
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Multi-tool Platform
Nine powerful planning tools on one easy-to-use platform
One-size-fits-all planning tools are complicated for advisors. And they don’t work for every client. So we’ve turned our most popular planning features into their own integrated, easy-to-use modules.
Social Security Optimization
Estate Planning
Qualified Plan Distributions
Estate Planning
Qualified Plan Distributions
Insurance Needs Calculators
Business Succession Planning
Goal-Based Planning
Business Succession Planning
Goal-Based Planning
Holistic Planning
Annuity Planning and Income Flooring
Lead Generation Tools
Annuity Planning and Income Flooring
Lead Generation Tools
Training and support
We get it — no one has time to learn confusing software
Technology should simplify your planning process, not complicate it. Most of our tools don’t require any training, and it takes less than five minutes to build a plan.
Real-Time Calculators
- Quickly model infinite financial scenarios
- Make better decisions on retirement, investments, and taxes for your clients
User-Friendly Dashboards
- Produce a clear visual report for your clients
- Help shape your clients’ financial futures
Reports in Minutes
- Create customized branded reports
- Build the roadmap to your clients’ financial plans
Advisor Controls Essentials
Bundle$69.95/monthly
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Includes Marketing and Planning Resources
Products Included:
- Retirement Plan Simulator
- Life Goals + Fact Finder*
- Disability Insurance Lead Gen
*Includes a digital consumer fact finder
Most Popular!
Advisor Controls Pro
Bundle$99.95/monthly
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Includes Marketing, Managing and Planning Resources
Products Included:
- Retirement Plan Simulator
- Life Goals + Fact Finder*
- Disability Insurance Lead Gen
- Social Security Pro
- Social Security Lead Gen
- Qualified Plan Concepts
- Estate Planning Concepts
*Includes a digital consumer fact finder
Advisor Controls Elite
Bundle$119.95/monthly
Start My Free Trial
Includes Marketing, Managing and Planning Resources
Products Included:
*Includes a digital consumer fact finder
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