FEATURES

Showcasing your Expertise through the Customization of all actionable advice

Metrics

Highlight the metrics that best illustrate the advice you are giving your client for any plan or any given scenario within the plan.

Graphs

Choose the graphs that best correlate with the conversation you are having with the client, with different graphs for every scenario you want to model.

What-Ifs

Test the current plan or any scenarios with things that are beyond the client's control such as loss of job, recession, market spike, and more.

Customize the Look & Feel to match your Brand

Unprecedented Collaboration

TEAMS does it all

Create & Manage your own team

Invite Colleagues, Clients & Third-Party Professionals

Quickly Access a History of the Plan at anytime

Remember: Staff Licenses are free

Set Team level controls for Capital Market Assumptions, Report Templates, Integrations, and Plan Settings

Transfer Plans between Members

Whether a team member is leaving the company or a department, transferring plans is super quick.

Easily Manage Permissions

Fully control the permissions of each team member as to what can be accessed or done when accessed.

View Summary of Team on Dashboard

All Key Performance Indicators for the plans assigned to the team are shown on one dashboard.

Promote Members to help manage

Any Team Member can be upgraded to management level control which can quickly be reversed.

Integrations

Integrate seamlessly multiple data sources

Automatically link to existing plan metrics

 Automatically classify sub level positions w/Morningstar

Full Client & Professional Access Control

Invite the client based on the experience you would like for them to have.

Offer a quick one page financial plan or open up every module for your engineering clients.

Highlight only your advice with suggested actions.

Give access to the history module and let them see all activity for the life of the plan.

View Reports Digitally or Print Them Out.

All Standard in Premium

Customize your Capital Market Asssumptions

Unlimited Sets

Have as few or as many as you want. The most sophisticated portfolio can be modelled as accurately as possible.

Unconnected Sets

Sets are disparate so that suggested actions and scenarios do not need to be adjusted to be in line with new assumption sets.

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