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Product Comparison Chart  
 

                                                                        

 

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

 

Goal based

Cash flow based

Special reports

Net Worth current year reports

 

ü

 

üThree formats

üThree formats

 

   Net Worth projected for all ages

 

 

 

 

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Liquidity Analysis

 

 

 

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Cash Flow current year report

 

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   Cash flow shown for all ages

 

 

 

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Retirement NeedsAnalysis

 

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   Solves for additions or rate needed

 

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Survivor Life Insurance Needs

 

ü

 

ü

 

 

   Solves for current AND future needs

 

 

 

ü

 

 

Social Security calculated w/ override

 

ü

 

ü

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Education funding

 

ü

 

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Disability needs

 

ü

 

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Long Term Care

 

ü

 

ü

 

 

Employee Stock Options (ISO, NQSO)

 

 

 

ü

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Income Tax (See details below*)

 

Estimated

 

ü

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Monte Carlo Simulation

 

ü

 

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Estate planning

 

ü

 

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Asset Allocation

 

ü

 

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Risk tolerance questionnaire

 

ü

 

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Audit trail (printed on the report pages)

 

 

 

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Asset Projection by tax treatment

 

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Defined benefit pension plans

 

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Defined contribution plans

 

ü

 

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   Maximum contribution indexed

 

IRA only

 

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*Income Tax details

 

 

 

 

 

 

   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

 

   Social Security Taxation calculations

 

 

 

Current year

Every year

ü

Age Change Event Tables
Change income, expense, rates & tax items multiple times.

 

 

 

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Asset Classes
   (# of user definable classes)

 

6

 

21

21

 

   User customizable default rates

 

 

 

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   User customizable allocation percents

 

ü

 

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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

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Secure Online Data Survey 
   (Internet data entry)

 

ü

 

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Print to PDF or any Windows printer

 

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Import/Export data
   Link to Albridge, Silver Financial Planner, 
   Outlook, Laser App, dbCAMS  & custom
   connections

 

 

 

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Download Stock/MF prices from Internet

 

 

 

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