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Financial Planning
Financial Planning involves creating comprehensive roadmaps for clients to achieve their financial goals through detailed analysis of their current financial situation, future objectives, and development of strategies across areas such as retirement, education, tax, estate, and risk management.
This department is part of the Financial Advisory business area .
Products fall into the following categories:
Retirement Planning Systems
12 products
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
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Tax Planning Software
11 products
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
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Estate Planning Tools
15 products
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
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Education Funding Calculators
14 products
Tools for projecting education costs, analyzing funding strategies through 529 plans and other vehicles, and integrating education funding with overall financial plans.
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Insurance Needs Analysis Software
14 products
Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
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