To help advisors explore trade-offs and find solutions with real-time results, we are excited to announce TOTAL Online’s powerful What-If system. Change 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
Ask Questions, Get Answers
With instant Retirement Capital Estimate and Monte Carlo results.
DESIGNED FOR ADVISORS
Explore trade-offs and find solutions with real-time results. Change planning variables and see the impact on the client’s retirement capital projection instantly. The days of making changes, generating the reports, reviewing the results, only to find more adjustments are required to help your clients reach their goals are over. With plan data and assumptions available within a single page, it is quick and easy to make changes.
AND YOUR CLIENTS
Engage clients and drive informed decisions by showing how choices made today and in the future dramatically alter their long-term financial situation. Collaborate with clients to get instant feedback and address questions as they are formed. Educate clients on the implications of choices, bring awareness to the significance of changing assumptions, and deliver transparency to the long-term impact of their actions.
Learn More about TOTAL Online’s What-If system:
Visit moneytree.com/What-If
Training resources including user guides and videos are available explaining the What-If system to jump start your ability to take advantage of this new feature.
