You will have the ability to provide financial planning services for your clients on a fee for service basis. Popular software includes:
eMoney provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service. Data aggregation, advanced planning, online document storage, and marketing communication tools - all in one platform.
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.
From simple planning concepts to in-depth financial plans, NaviPlan covers the full spectrum of wealth management scenarios and is designed for clients with $500k AUM to ultra-high net worth. NaviPlan (now owned by Advicent) is an industry leading, easy-to-use financial planning program that performs fast financial assessments and has three levels of planning to meet the needs of all types of advisors.
Differentiate your services with financial planning and tax planning. Harness the industry's first integrated financial and tax planning solution featuring tax projections and tax-efficient distribution strategies. RightCapital's comprehensive suite of tools provides Social Security optimization, sequence of return risk, stress testing, budgeting, cash flows, and more.
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