Program questionnaires collect all the information from your client required to complete the projections for the financial planning software. The questionnaires match the data input order of the program, aiding in the straightforward entry of client data. Questionnaires are available through your program by going to the help menu and selecting questionnaires.
Silver: Big-Picture Planning
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.:
TOTAL: In-Depth Planning
Gather client data for a financial plan in TOTAL:
Print Style is designed to be printed out and filled in by hand. Form Style is designed to be filled in using MS Word.
Looking to gather data online?
Secure Online Planning Survey is a web-based data gathering tool, which allows your clients to safely enter their data online and send it to you. When you receive the data you can open it directly in TOTAL or Silver, saving data input time.