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Silver |
|
TOTAL |
Planning |
Suite |
|
Contents or uses |
|
Financial Planner |
|
Easy Money |
Golden Years |
Strategic Solutions |
|
Client Type |
|
Tell me NOW |
|
Tell me ALL |
Tell me DETAILS |
Special reports |
|
Program type |
|
Goal based |
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Goal based |
Cash flow based |
Special reports |
|
Net Worth current year reports |
|
ü |
|
üThree formats |
üThree formats |
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|
Net Worth projected for all ages |
|
|
|
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ü |
|
|
Liquidity Analysis |
|
|
|
ü |
ü |
|
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Cash Flow current year report |
|
ü |
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ü |
ü |
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|
Cash flow shown for all ages |
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|
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ü |
ü |
|
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Retirement NeedsAnalysis |
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ü |
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ü |
ü |
ü |
|
Solves for additions or rate needed |
|
ü |
|
ü |
|
|
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Survivor Life Insurance Needs |
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ü |
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ü |
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Solves for current AND future needs |
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|
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ü |
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Social Security calculated w/ override |
|
ü |
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ü |
ü |
ü |
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Education funding |
|
ü |
|
ü |
ü |
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Disability needs |
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ü |
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ü |
|
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Long Term Care |
|
ü |
|
ü |
|
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Employee Stock Options (ISO, NQSO) |
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|
|
ü |
ü |
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Income Tax (See details below*) |
|
Estimated |
|
ü |
ü |
ü |
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Monte Carlo Simulation |
|
ü |
|
ü |
ü |
ü |
|
Estate planning |
|
ü |
|
ü |
ü |
|
|
Asset Allocation |
|
ü |
|
ü |
ü |
|
|
Risk tolerance questionnaire |
|
ü |
|
ü |
ü |
ü |
|
Audit trail (printed on the report pages) |
|
|
|
ü |
ü |
|
|
Asset Projection by tax treatment |
|
ü |
|
ü |
ü |
ü |
|
Defined benefit pension plans |
|
ü |
|
ü |
ü |
ü |
|
Defined contribution plans |
|
ü |
|
ü |
ü |
ü |
|
Maximum contribution indexed |
|
IRA only |
|
ü |
ü |
|
|
*Income Tax details |
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|
|
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|
Federal income tax & FICA computed |
|
Estimated rate manually entered |
|
Current year, then estimated rate |
Full tax calculation every year |
Income tax only |
|
State income tax computation |
|
Estimated tax rate assumptions |
|
Current year, fully bracketed |
Every year fully bracketed |
|
|
AMT, Capital Gains, Dividends |
|
|
|
Current year |
Every year |
|
|
High earner phase outs |
|
|
|
Current year |
Every year |
|
|
Indexed tax rates, phase outs etc. |
|
|
|
Current year |
Every year |
|
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Social Security Taxation calculations |
|
|
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Current year |
Every year |
ü |
|
Age Change Event Tables
Change income, expense, rates & tax items multiple times. |
|
|
|
ü |
ü |
|
|
Asset Classes
(# of user definable classes) |
|
6 |
|
21 |
21 |
|
|
User customizable default rates |
|
|
|
ü |
ü |
|
|
User customizable allocation percents |
|
ü |
|
ü |
ü |
|
|
Number of Graphs and Charts |
|
5 |
|
26 |
25 |
20 |
|
Number of report pages |
|
50 |
|
164 (Incl. 45 appendix pages) |
141 (Incl. 24 support pages) |
96 |
|
Quick Entry Wizard
(10 minute data entry) |
|
|
|
ü |
ü |
ü |
|
Secure Online Data Survey
(Internet data entry) |
|
ü |
|
ü |
ü |
ü |
|
Print to PDF or any Windows printer |
|
ü |
|
ü |
ü |
ü |
|
Import/Export data
Link to Albridge, Silver Financial Planner,
Outlook, Laser App, dbCAMS & custom
connections |
|
|
|
ü |
ü |
ü |
|
Download Stock/MF prices from Internet |
|
|
|
ü |
ü |
ü |