Explore the client-record, retirement, investment, tax, insurance, estate, meeting and business-development workflows below.
Manage household records, documents and relationship history; open client-specific analysis tools; and save reviewed planning reports alongside the client. Prospect research, referrals, meeting preparation and marketing drafts support the business-development work around that advice.
Use the retirement planner, interactive retirement workspace, pension-timing tools and withdrawal scenarios to explore contributions, retirement income and portfolio longevity. Review the assumptions and compare alternatives before turning the analysis into an advisor-reviewed report.
Manage clients and households, import client documents, review a Master Summary and find saved analyses from the same client record. Recorded contact history and prospect stages help you decide who needs attention and prepare the next conversation.
Create a Simple plan or a 21-page Comprehensive Financial Plan covering the client's position, goals, retirement, investments, tax, insurance, estate, business or an appropriate substitute, financial future and actions. Review the narrative and its calculation appendices before approving the report.
Review document and questionnaire indicators, inspect saved planning work and record advisor approval decisions. Keep the assumptions, sources and outstanding conditions visible when reviewing a report for use with a client.
Review business earnings and valuation assumptions, consider ownership and succession questions, and connect the business to the client's wider financial plan. Compare the implications of keeping or transferring the business, with transaction costs, taxes and assumptions clearly separated from established facts.
Open focused tools for goals, unmet needs, retirement, investments, insurance, tax, estate, cashflow, education and business ownership. Start with the selected client, review the assumptions and evidence, then edit the generated report before saving or printing it.
Review client and COI relationships, consider suggested referral opportunities and prepare a personal referral conversation. Keep the script, relationship notes and actual next step in the referral workspace.
Research securities, compare funds and portfolio weights, maintain model portfolios and review client portfolio alternatives. Allocation, rebalancing, stress-test, simulation, performance and risk-profile tools make the inputs behind an investment discussion easier to inspect.
Use tax forecasts, scenario comparisons and the deeper tax-planning workspace for supported US, Canadian and UK inputs. Review estimated tax, after-tax income and the potential effect of a proposed action with its eligibility assumptions and source vintage visible.
Review recorded policies and use life-coverage, disability-income and long-term-care funding tools to explore protection scenarios. Bring debts, survivor spending, available resources and entered coverage assumptions into the discussion before recommending a policy change.
Organize estate assets, review beneficiary and document information and explore simplified country-specific estate estimates. Use the resulting picture to identify questions for the client's legal and tax professionals before making an inheritance or estate-liquidity recommendation.
Build a meeting brief from client history and saved analysis. After the meeting, use supplied text or a configured Recall import to prepare draft notes and actions, then choose what belongs in the client record.