Using independent tools to manage client data is awkward, and most enterprise solutions are expensive, with ongoing costs for features you don't use.  Our Wealth Planning Suite provides a multi-featured platform for planning and reporting that's both powerful and affordable.

You install our software with a single purchase... we don't charge subscription costs or maintenance fees.²  The software notifies you when new features become available and lets you upgrade modules individually when you want to.  You're always in control.
 

Powerful Financial Planning Our EarlyRetire Pro retirement planner helps you build a detailed plan to meet your clients' financial goals both before and after retirement.  Help your clients intelligently navigate Social Security, the Affordable Care Act, college expenses, retirement accounts, taxes, investments, etc, and test their ideas to help them realize their dreams.

Smart Portfolio Building Determine the ideal asset mix needed to meet financial goals, and screen and evaluate securities to build a successful portfolio.  Use various models, including Monte Carlo simulation to measure probability of meeting targets.

Indepth Investment Analysis Our Fundwatch technical analysis software not only helps you screen and select investments for your portfolio, it backtests your trading ideas and generates buy/sell signals with your choice of technical indicators.  Assist your clients in implementing a broad range of investment approaches.2

Professional Performance Tracking Show your clients how they're performing comprehensively... before or after tax, gross or net of fees, cumulative, annualized, using both internal and time-weighted rate of return, as net gain/loss, as compared with benchmarks, and as a function of risk.

GIPS-Compliant Reporting1 Many consumers are now demanding GIPS compliance from their advisors.  Our Easy ROR Pro module uses GIPS methodology to calculate both time-weighted and money-weighted rate of return for portfolios, portfolio composites, and comparison to benchmarks.2

Data Security We know the importance of protecting your clients' data.  Our software provides encrypted password protection for all your data files.

1  This software uses methods described by GIPS® for rate of return calculations.  Full GIPS® compliance involves many requirements of which calculation methodology is only one.  The user bears full responsibility for the use and interpretation of this program and its output in accordance with GIPS® guidelines.  Software programs cannot claim GIPS® "compliance"; the term applies only to firms with assets under management.  This software claims only to follow some of the guidelines contained within the standard relating to calculation methodology.

2  A Yahoo!® Gold account is required to obtain market data. You must separately subscribe to Yahoo!® Gold service to obtain a username and password. Data is downloaded from Yahoo!® and the St. Louis Federal Reserve and is limited to data made available by those websites.