TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your client's financial situation with TOTAL's goal-based and cash-flow based planning options.
Join a 45-minute live online demo to learn about TOTAL and see the financial planning software in action.
- Walk-through the software
- Learn about the data input and reports
- Ask questions and get answers
Sign up to join a live demo today >
TOTAL live demos are held every Tuesday at 11:00 AM PT (2:00 PM ET) using the online edition of the software.