You will have the ability to provide financial planning services for your clients on a fee for service basis. Popular software includes:
eMoney provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service. Data aggregation, advanced planning, online document storage, and marketing communication tools - all in one platform.
MoneyGuidePro gives you the confidence you need to help your clients navigate the challenging terrain of today's uncertain financial world. MoneyGuidePro's unique planning philosophy is a hybrid - goal-based planning with full cash flow after retirement. MoneyGuidePro helps you create a well-crafted plan for your clients - with results they understand and a clear path they can realistically follow.
Money Tree Software is a successful pioneer in the financial planning software market. Developed by a CFP® for professional planners, Money Tree Software’s programs data analysis and generated reports are not just fancy graphs and charts; they help advisors do business. Money Tree Software programs are designed for planners who put their clients first.
NaviPlan (owned by Zywave) financial planning software is an integrated suite of tools developed for financial professionals who build advice-based client relationships. From simple planning concepts to in-depth financial plans, NaviPlan covers the full spectrum of wealth management scenarios.
Profiles Software (owned by Zywave) delivers engaging, interactive presentations, helping to uncover deeper client needs and close each sale faster – featuring unique tools to back planning with flexible analytics and action-oriented reports.