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
Features collaborative planning between advisors and clients, and adapts as goals, needs, and concerns change to help you achieve your financial goals.
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®
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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First Citizens Wealth Management is a joint marketing mark of First Citizens Bank & Trust Company; First Citizens Investor Services, Inc., FINRA, Opens in a new window/SIPC, Opens in a new window, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate; and are subject to investment risks, including possible loss of the principal amount invested. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. FINRA, Opens in a new window/SIPC, Opens in a new window. First Citizens Asset Management, Inc. provides investment advisory services.
This information is provided for educational purposes only and should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. First Citizens Bank [or its affiliates] neither endorses nor guarantees this information, and encourages you to consult a professional for advice applicable to your specific situation.
First Citizens Wealth Management utilizes MoneyGuidePro® as its Financial Planning Tool. MoneyGuidePro® and Play Zone® are registered trademarks of PIEtechSM. All screenshots are ©PIEtechSM. Reproduced with permission. All rights reserved.