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. Demonstrate to clients how working longer, earning more, or adjusting a goal affects
their plans. Easy Money is integrated with through
the highly flexible input platform.
Try Silver with the ! Secure Online
Planning Survey is a web based data gathering tool, which allows your clients to safely enter their data online and send it to you. When you receive the data,
you can open it directly in Silver Financial Planner.
Initial Purchase Price $895 / Annual Renewal $350
Determine retirement needs
Show multiple solutions to retirement shortfall
10,000 Monte Carlo simulations, including option for Fat Tail
Analyze life insurance, disability, and long-term care needs
Project education funding requirements
Calculate net worth and cash-flows
Display "Audit Trail" for validating report numbers