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
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
Real-Time Calculators
  • Quickly model infinite financial scenarios
  • Make better decisions on retirement, investments, and taxes for your clients

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User-Friendly Dashboards
  • Produce a clear visual report for your clients
  • Help shape your clients’ financial futures

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Reports in Minutes
  • Create customized branded reports
  • Build the roadmap to your clients’ financial plans

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Regulatory Compliance
  • Built-in compliance features
  • Stay agile with evolving regulations

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Pricing

Product bundles

Comprehensive technology solutions, at exclusive prices.

Advisor Controls Essentials

Bundle
$69.95/monthly
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Includes Marketing and Planning Resources
Products Included:
  *Includes a digital consumer fact finder
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