Online analytical, presentation and education tools for financial institutions, advisors and their clients.

planning
modules

ConsumerCalcs
Over 100 customizable calculators for your consumer-facing site.


AdvisorCalcs
Dozens of online calcs for advisors.  Generate quick, presentation-quality PDF output.


PlanningModules
Financial Planning modules which generate detailed financial planning presentations.


FinancialConcepts
Dozens of timely Financial Articles for your consumer-facing web site.


CustomCalcs
If you can detail your calculator needs, we can put them online.  Both HTML and PDF output available.
 

Needs Analysis Planning Modules

Our PlanningModules provide your field force with detailed, modular planning tools and fact finders, either with or without a client database.

They will be able to generate professional,  financial plans in less than 10 minutes. Because these colorful reports are in PDF format they may be printed and presented to the client in a one-on-one consultation or they may elect to send them direct via email.

We currently offer the following modules:

We are developing additional modules for this series and can also create custom modules for your advisors. 

The PlanningModules are designed to provide 5-7 page detailed, presentation-quality output.  Input is more detailed than our ConsumerCalcs and AdvisorCalcs tools and fact finders are included.

PlannerPortal Online Solutions for Financial Advisors

PlannerPortal is a browser-based, interactive, database-driven set of financial planning and sales presentation tools designed to meet a wide variety of prospecting, planning and sales needs. 

The PlannerPortal offers detailed needs analysis, powerful sales presentations, concept-oriented calculators, a growing library of financial articles, and much more.  It's everything you need to create compelling sales presentations for virtually any opportunity.

At only $39.95/month per seat, this is an affordable back-office tool for generating professional plans. For more information on this subscription-based set of planning tools visit www.PlannerPortal.com.

Ÿ College Funding Goals

Ÿ Long Term Care

Ÿ Retirement Income Needs

Ÿ Survivor Income Needs

 

Sample Planning Reports:

Ÿ Disability Income Needs

Ÿ College Funding Goals

Ÿ Long Term Care

Ÿ Retirement Income Needs

Ÿ Survivor Income Needs

(801) 446-7822