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Morningstar Planit
from Morningstar, Inc.
Comprehensive financial planning platform covering retirement, investment, insurance and protection planning with interactive insurance needs analysis, gap calculation, solution modeling, goal tracking and client reporting. Integrated with investment and retirement planning.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Morningstar Planit
Category:
Retirement Planning Systems
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
Morningstar Planit
Category:
Insurance Needs Analysis Software
Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
Morningstar Planit
Publicly available data, summarised using AI.
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