Fundamental Planning: Clear, Fast & Effective

Silver Financial Planner is a FRIENDLY solution designed to deliver EFFICIENT planning for busy planners. Silver’s intuitive navigation and clear, concise reports allows you to spend less time creating plans and more time where it matters most, with your clients. The interactive
"What If?" allows for client interaction by offering instant graphic analysis of plan modifications.

Fundamental Planning – Online: Clear, Fast & Effective

Based on the award-winning Silver Financial Planner, Silver Online offers friendly and efficient planning with all the ADVANTAGES of WEB-based programs. The interactive "What If?" allows for client interaction by offering instant graphic analysis of plan modifications. Silver Online provides a client access portal, role management, and more. Silver Online is tablet friendly.

Comprehensive In-Depth Goal Based Planning

Address ALL aspects of your clients planning NEEDS with Easy Money. Easy Money covers all major aspects of a financial plan and shows clients the best way to meet their objectives. Easy Money illustrates solutions to financial shortfalls, including a variety of appendix reports for verifying your numbers and showing additional details.

Advanced Cash Flow Planning

Provide ALL DETAILS of your clients DISTRIBUTION years with Golden Years. Golden Years is an optimized cash flow based application for clients who need fine-tuned detail & highly accurate tax analysis. Golden Years focuses on providing the details of asset growth, income, expenses, and taxes.