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.
The NaviPlan financial planning software allows you to accommodate all client needs, from simple to sophisticated. NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.
Profiles allows you to provide your clients a goal-based plan within minutes of the first meeting. This easy-to-use software will add credibility to your recommendations and establish a repeatable process..