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SILVER
Big-Picture Planning

Silver's interactive big-picture planning supports important conversations about your client's financial future.

  • Create big-picture plans quickly
  • Discover shortfalls and provide solutions
  • Explore "What-Ifs" and instantly view impact



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TOTAL
In-Depth Planning

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.

  • Create highly accurate plans
  • Make changes to planning data at any age
  • Discover financial pitfalls and provide solution

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14-Day Free Trial  -  Fully Functional Version  -  Full Tech Support Service  -  Create Real Plans for Real Client