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Use Cases
Financial Advisors
For Investment Advisors, Portfolio Managers, and Wealth Advisors who provide holistic financial and retirement planning services.
Insurance Advisors
For single or dual-licensed Advisors who want to model existing or proposed life, critical illness, and disability insurance & conduct personalized Needs Analyses.
Financial Planners
For CFPs, QAFPs, RFPs, and PFPs, as well as fee-for-service Planners who provide comprehensive financial and retirement planning.
Tax Planners
For Accountants and Advisors who specialize in tax planning and tax optimization as part of the overall financial planning process.
Business & Corporate Planners
For Advisors who specialize in serving incorporated clients with comprehensive personal and business financial planning.
Teams & Enterprise Solutions
For Advisor teams of all sizes who require shared data access and customized planning solutions for the entire office.
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