Advanced Planning Module
Make Advanced Financial Planning Easier with Advisor Controls' All-in-One Solution
Advanced planning concepts don't have to be complicated. Our robust suite of tools offers an easy-to-use interface and customizable features — delivering powerful results in a format your clients can easily grasp.
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One imput, endless possibilities
Simplify Your Workflow With Streamlined Data Entry
Enter client information just once to generate multiple, detailed presentations, saving you valuable time and effort. Start with a simple Social Security analysis and seamlessly move into more detailed cash flow or estate planning as your client’s needs evolve.
Client Summary
View or print a quick summary for each scenario you create. Compare net worth, lifetime cash flow, asset weighting, and Monte Carlo probability of success percentages.
Social Security Maximization
Our patented interactive benefits grid will quickly help your client determine which filing strategy will produce the maximum benefit
Cash Flow Playground
Use interactive sliders to quickly determine if a slight change will make a large or small impact on overall retirement income.
Interactive Super Ledger
Drill down into year-by-year cash flow details, and click any number in the super ledger to view transactions or graphs associated with that number.
Estate Strategies
Calculate detailed, realistic assets that include deposits, withdrawals, and taxation. Plan for specific estate planning assets such as trusts, gifts, bequests, and FLPs.
Unlimited proposed scenarios
Create multiple proposed scenarios for your client and compare them side-by-side to illustrate how different strategies may make an impact.
Advanced planning, accessible reporting
Create Client Presentations
That “Click”— in Minutes
With busy schedules, no one wants to struggle with complicated software. Our Advanced Planning Module is user-friendly and doesn’t require extensive training. Plus, you can create a polished, digestible client presentation in under 10 minutes. Choose from three report packages tailored to your client’s planning needs:
Cash Flow Summary
Social Security Maximization
Estate Strategies
