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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

Insurance Needs Calculators
Business Succession Planning
Goal-Based Planning

Holistic Planning
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.