Secure Online Planning Survey

Online Data Gathering

Product display for Secure Online Planning Survey

Web Based Questionnaire

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 TOTAL Planning Suite (Easy Money/Golden Years) or Silver Financial Planner, saving data input time.

Initial Setup Fee $50 / $0 renewal

> Encrypted & Password Protected File Sent Directly to the Planner
> Clients Securely & Securely Enters Data from the Comfort of their own Home
> Takes Roughly 20 Minutes for your Client to Complete
> Imports into Silver Financial Planner & TOTAL Planning Suite (Easy Money/Golden Years)