May News: Announcing TOTAL Online's What-If, Silver Improvements, Upcoming Online Edition Maintenance, Resources to Start using TOTAL's What-If
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May 2017 News

Planning Notes | Software | Events | Tech Tip  

New  - TOTAL Online's What-If System

Announcing TOTAL Online's Powerful What-If System

To help advisors explore trade-offs and find solutions with real-time results, we are excited to announce TOTAL Online's powerful What-If systemChange planning variables and see the impact on the client's retirement capital projection instantly. Engage clients and drive informed decisions by showing how choices made today and in the future dramatically alter their long-term financial situation with the What-If system.


 Quick Changes & Instant Results

Change Assumptions

 Change Assumptions

Instant Results

See Impact Instantly 

 Reach Solutions

Reach Solutions

Explore options available and changes to planning assumptions with clients.

Help clients understand the true impact of their actions and decisions.  

Find the right balance for each client's current situation and financial future.


Ask Questions, Get Answers

With instant Retirement Capital Estimate and Monte Carlo results.

TOTAL Online's What-If

Learn more about TOTAL Online's powerful What-If system.

Silver Improvements Underway


Silver Improvements Underway

The improvements discussed in April's newsletter are underway. The option to debt payments with expenses, along with additional changes to improve planning with Silver are in development and testing. Software updates will be announced as soon as they are available.

Scheduled Maintenance 5/21 12 AM


Online Editions Scheduled Maintenance 5/21 

On Saturday, May 21st the online editions of Silver and TOTAL will be temporarily unavailable due to maintenance at 12:00 AM PDT (3:00 AM EDT). We have scheduled the maintenance when the downtime will have less impact on our customers.

Getting Started Resources with TOTAL Online's What If

Tech Tip

Getting Started with TOTAL Online's What-If

Training resources, including user guides and videos, are available to jump start your ability to take advantage of the new What-If system. Learn everything you need to need to know to start using TOTAL Online's powerful What-If system

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

TOTAL - Desktop Edition | Online Edition | Easy Money | Golden Years

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