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.
Differentiate your services with financial planning and tax planning. Harness the industry's first integrated financial and tax planning solution featuring tax projections and tax-efficient distribution strategies. RightCapital's comprehensive suite of tools provides Social Security optimization, sequence of return risk, stress testing, budgeting, cash flows and more.