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Financial Planning Tool

Financial Planning Tool

Working together to build your financial roadmap.

Financial Planning Tool

A powerful, sophisticated goals-based financial planning software that assists our Wealth Advisors in designing a high-quality financial plan, regardless of your stage of life and the complexity of your financial goals.




Advisor and Client Experience

Advisor and Client Experience

Features collaborative planning between advisors and clients, and adapts as goals, needs, and concerns change to help you achieve your financial goals.




My Snapshot

My Snapshot

Provides an overview of your financial plan and shows the progress you have made and confidence measure for meeting your long term goals.




SMART Portal with Play Zone{R}

SMART Portal with Play Zone®

Allows you to review your plan or try out new assumptions—such as your age of retirement, how much you spend on each goal, how you invest, and how much you save.





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Resource to help with financial planning and wealth management

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