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FinancialConcepts
- Customizable Financial Articles
Our
FinancialConcepts library contains over 50 detailed articles on
important financial topics. The FinancialConcepts
library can easily be incorporated with the
ConsumerCalcs as added content to your public web site
or, when purchased with the planning modules
inside PlannerPortal, can produce quality, one-page
PDF output for your
advisors to use. FinancialConcepts
comes with the same easy-to-use customization tools as
the ConsumerCalcs allowing you and your Compliance
Department to easily make
look-and-feel and text modifications to the articles
without requiring any html or programming knowledge.
By hosting the articles we can keep them updated
regularly for tax law updates and source updating.
We can also perform
customization of these articles on a time and
materials basis.
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