Stack these tools together to provide the big picture perspective that differentiates you from other advisors.
Your clients might not realize that each decision made about their retirement plan can impact other areas. Use Income InSight to understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. This comprehensive alternative to other programs will replace multiple tools in your tech stack and provides the structure for a systematic, scalable financial planning process. Plus, with your subscription, you get an entire support team to help you answer subject matter and software questions.
Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.
Your clients may think that taking Social Security as early as possible is the right choice. With Social Security Timing, you can help optimize their strategy and increase their retirement value by up to $100,000. Additionally, when you subscribe to the software you get an entire support team to help you answer Social Security and software questions.
Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to sub-optimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.