SILVER

Simply Plan.

Drive client action with Silver's big-picture financial planning.

Keep Planning Simple with Silver.

Spend less time creating plans and more time on what really matters.

Silver is an easy, effective solution for busy planners. Silver's intuitive navigation and clear reports allow you to spend more time with clients and less time creating financial plans. Instant, side-by-side scenario comparisons allow for rich client interaction.  

Schedule a Demo Start a Free Trial Learn more about keeping planning simple with Silver.  
Start a 30-day trial or schedule a personal demo.

 

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Create Plans Quickly   

  • Silver makes planning simple with quick data entry and clear results.
  • Create plans collaboratively with clients or model adjustments on the fly.
  • Include clients with full plan access. 

Big-Picture Planning

  • Focus clients on what really matters with Silver's big-picture financial plans.
  • Discover shortfalls and highlight solutions to drive client action towards the best financial future.  

Interactive "What-Ifs"

  • Answer clients' "What-Ifs" and show instant, side-by-side comparison results.
  • Easily include potential scenarios with the primary planning results.

Schedule a Demo Start a Free Trial Learn more about keeping planning simple with Silver.  
Start a 30-day trial or schedule a personal demo.

   

Create a productive conversation about your clients’ financial future.Silver - Financial Planning Software

Learn more about planning with Silver by viewing the features, sample reports, and learning resources tabs above.   

Big-Picture Planning Features

Review the Planning Report Topics and Planning Data available in Silver's big-picture planning.

Planning Topics

Focus clients on what really matters with Silver's big-picture plans. Discover shortfalls and highlight solutions to drive client action towards the best financial future. 

Net Worth  
  • Current Year        
Investment
  • Asset Worksheet
  • Current & Suggested
  • Asset Allocation
  • Asset Projection by Taxation Type 
  • Educational reports covering: asset allocation, market risk & diversification
  • investment returns & power of compounding
Goal Evaluation
  • Set priorities levels for each goal
Retirement
  • Retirement Capital Analysis
  • Retirement Summary Shortage Solutions
  • Retirement Expense Summary
  • Monte Carlo with 10,000 Trials & Fat Tail Option
  • What-If? Modeling
  • When-If? Dynamic Behavioral Analysis with Variable Retirement Ages & Spending
Insurance
  • Insurance Summary Survivor Needs Analysis (current needs)
  • Survivor Needs Calculation (current needs)
  • Disability Insurance (current needs) 
  • Long-Term Care (5 years of care)
Estate
  • Current Situation
  • Net Worth Statement
  • Current Flowchart & Estimate
  • Alternative Structure Flowchart & Estimate 
  • 5 Year Future Estate Tax Estimate
Education
  • College Cost Estimate Funding Illustration
  • Education Funding Solutions
Debt
  • Current & Proposed Plan
  • Monthly Payment Schedule
  • Accelerated Wealth Accumulation
  • Debt Education
Special Features
  • What-If? 
  • When-If?
  • Customer Access (online edition)
  • Management Reports (online edition)
   

Planning Data

Silver makes planning is simple with quick data entry and clear results. Create plans collaboratively with clients or model adjustments on the fly. View planner guides. 

Names/Ages 
  • Name
  • Birth date
  • Retirement age
  • Life expectancy
  • Optional:
    • Marital Status
    • Address
    • Employment
    • Notes     
Risk
  • Risk tolerance information
Estate
  • Estate detail information
Insurance
  • Life insurance information
Pension/S.S.
  • Pension benefits
  • Earned income
  • Social Security (manual or optimal strategy)
Income/Expense
  • Income Needs
  • Special Income
  • Special Expense
Education
  • Education Funding Information
  • College Cost Estimator
Assets
  • Savings, Investments, and Retirement Account Information
    • Balance
    • Addition
    • Owner
    • Taxation
    • Asset Class
Additional Assets/Debts
  • Personal Asset Information
  • Debts Information
Debt Freedom
  • Debt Payment Information for Debt Freedom Analysis
Rates
  • Before & After Retirement Rates of Return per Taxation Type
  • Inflation Rates
  • Effective Tax Rates
  • Asset Deposits Increase Rates

View Silver's Reports

View the financial planning reports available in Silver. Custom report collections allow advisor to select reports to include in client projections.

  • Entire Report - Full set of reports available in Silver Financial Planner
  • Cash Flow - Cash flow illustrations and related retirement projections
  • Retirement - Retirement needs analysis, retirement projections, and shortage solutions
  • What-If? - Three What-If? retirement scenario projections can be included in the reports
  • When-If? - Behavior analysis illustrations evaluating retirement ages, spending levels and success rates
  • Social Security - Benefit amounts and comparison graphs for five primary claiming strategies
  • Insurance - Life insurance needs analysis, disability, and long-term care projections
  • Estate - Current and suggested estate planning illustrations
  • Debt Freedom - Debt reduction planning and educational information

 

Learn More about Planning with Silver

Learn more about planning with Silver with the help of training classes, planner guides, and helpful tech tips. Gather data required for creating plans in Silver using the client questionnaires.

Training Classes

Planner Guides


Tech Tips

Read our blog posts answering questions about Silver.  
>> MORE TECH TIPS

 

Client Questionnaires

Gather client data for a financial plan in Silver. 

Gather all data for a financial plan in Silver, including planning assumptions such as rates of return, inflation, etc:   

Start planning with Silver today. 
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