Secure Online Planning Survey

Online Data Gathering

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)