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Big Picture Planning in under an hour
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Goal based planning pre-retirement
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Optimized data inputs
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Simplified option scenarios for What-if analysis
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Increased speed of plan creation
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Supports complex cash-flow and goal based planning for high net-worth individuals
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Give planners complete control and has many customization options
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Option for more detail and fine tuning available in order to generate more precise and comprehensive reports
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Verify results quickly using the report audit trails, where every number can be broken down and reconstructed
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Robust tax model that can be easily customized
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Data integration-Act 4 Advisors, Albridge, Aqumulate, Morningstar, Redtail, Wealthbox, and Veo
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Advanced options and variables on What-if
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“Support has always been there to help me in my situation or come up with a workaround if needed.”

Dave H., CPA, CFP®