TOTAL Online

Special Features of the Online Edition

Web-Based Platform

Create, Collaborate, and Deliver Plans Anytime, Anywhere

Plan from any computer, PC or Mac, with internet access.  Simply browse to, log-in to TOTAL, and start planning.

  • Any Computer with Internet Access
  • Any Web-Browser (Chrome, Firefox, Safari)
  • Any Operating System (PC / Mac / IOS)


Streamlined Data Entry

Streamlined Data - Show or Hide Details

Create Plans with Clear Data Input and Expandable Details

TOTAL Online provides clear data input for straightforward plans and the ability to expand the data input to break down details or change amounts at any age for complex plans.
  • Streamlined Input for Basic Data
  • Expandable Details for Complex Plans
  • Flexible Future Change Tables


What-If System

Make Changes and See Results Instantly

TOTAL's powerful and flexible What-If system helps you answer all of your clients' questions, quickly.
  • Change Assumptions and See Instant Impact
  • Highly Flexible Data and Clear Results
  • Help Clients Understand Impact of Actions


3rd Party Data Integration

Import Assets from 3rd Party Providers

Import Asset Data from Integration Partners

Dependable data integrations with third parties, including Redtail®, Albridge™, TD Ameritrade's Veo®, and more.

  • Redtail®
  • Morningstar Office®
  • Veo®


Data Summaries

Quickly Review Plan Data without Running Reports

Data summaries are available through the plan input making it easy to verify entries.
  • Data Topic Totals
  • Additional Summaries through Data Input
  • A Scenario Summary includes Age Assumptions, Assets, Debts, Income, Insurance and Expense Totals
Data Summaries


Client Access Portal

Client Access Setup

Grant Client's Access to Review Planning Data and Reports

Deliver planning reports and your clients to review data using a secure client access portal.
  • Access to a Planning Scenario
  • Deliver Financial Plan through Portal
  • Control when Portal Access Ends


Company Branding

Add a Logo and Select a Color Scheme

Add branding to your financial planning data site by setting a company logo and selecting a color scheme. 

  • Customize Planning Website
  • Add Company Logo
  • Select Color Scheme
Company Branding


Bank Level Security

Data Protection, User Roles, Password Policies

Keep Data Safe with Encryption and Physical Security

The online edition features bank-level 256-bit encryption and physical security to keep data safe.

  • User Account Security
  • Website Traffic is Encrypted using TLS
  • Client Data and Servers that run TOTAL are Held in a Secure Class II Data Center

Start Planning Today with a Free 30-Day Trial.

Need more information? Call Us 1-877-421-9815

Try the Online Edition