Enterprise Solutions
Custom financial planning tools, without the custom price tag
Over 40 years of fintech innovation for leading financial institutions
Option 1
Essential Branding
Company logo on printed reports
Company logo on dashboard
Custom disclaimer pages
Custom standard footnotes
Custom insurance footnotes
Single-sign-on capability
Custom site hosting OR unique database
Custom site URL
Custom APIs or integrations
Custom presentation design
Custom user interface design
Calculation or workflow modifications
Option 2
Exclusive Access
Company logo on printed reports
Company logo on dashboard
Custom disclaimer pages
Custom standard footnotes
Custom insurance footnotes
Single-sign-on capability
Custom site hosting OR unique database
Custom site URL
Custom APIs or integrations
Custom presentation design
Custom user interface design
Calculation or workflow modifications
Option 3
Advanced Integrations
Company logo on printed reports
Company logo on dashboard
Custom disclaimer pages
Custom standard footnotes
Custom insurance footnotes
Single-sign-on capability
Custom site hosting OR unique database
Custom site URL
Custom APIs or integrations
Custom presentation design
Custom user interface design
Calculation or workflow modifications
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.
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.
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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Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.
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Contact us
Start a conversation
If you still have questions or want more information about a specific product, send us a message and a member of our team will contact you as soon as possible.