TOTAL Planning Suite provides a full spectrum of planning tools to satisfy any customer type, built around a unique integrated
database and data input method that saves time and increases your ability to provide cost effective solutions to your clients.
Enter data one time into TOTAL Planning Suite’s data collection forms, and you can then pick the right reporting tool for each
Quick entry wizard - Allows for quick and easy client data entry
Age change event tables - The ultimate in flexibility, allowing modification of expenses, incomes, etc. at any age
Data connectivity - Import from 3rd party programs and Silver Financial Planner™ using the TOTAL Task Wizard
Two reporting modules: (Goal Based), (Cash Flow Based)