Our planning platform

A better financial planning experience

For advisors, and their clients
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Screen Graphics of Advisor Controls planning software

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.

Products

Flexible subscription options

Subscriptions are month-to-month, and a la carte. Scale your technology up or down whenever needed, and never pay for more features than you need.

Laptop displaying Advisor Controls planning technologies

Retirement Plan Simulator

Holistic planning meets an easy-to-use interface. Utilize bucket planning and statistically backed recommendations for REG-BI compliant advisors.
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Life Goals

A goal based analysis of your client’s basic needs —One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.

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Qualified Plan Concepts

Show clients how to use 401(k) and IRA distributions for maximum benefit.
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Estate Planning Concepts

Designed to simplify complex estate planning topics. Discuss estate planning without being an expert—let the software be the expert.

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Ready-2-Retire

Say good-bye to “calculator-thinking” — move the client away from numbers and into lifestyle planning. Developed in conjunction with LIMRA.
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Social Security Pro

Social Security answers your clients can understand —Sophisticated calculations behind the scenes, clear results front and center.
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Social Security Lead Gen

How do I get more clients? Social Security Lead Gen is your 24/7 prospecting partner. Add it to your other prospecting methods to boost your results.
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Business Succession Concepts

Address business valuation, business continuation and key person planning with interactive, step-by-step animations that help clients understand complex funding solutions.
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