Start your year off strong with only the best habits learned from successful advisors.
Calculate • Plan • Educate
Easily calculate, explain and reinforce complex financial concepts with Concept Toolkit financial planning software. A combination of 100 calculators and 200 infographics provides financial and insurance advisors with the perfect software tool to complement their existing financial planning software.
Planning Toolkit is a needs analysis financial planning software package with ten integrated planning modules. The fact finder questionnaire allows you to gather and enter data once to integrate all information into each integrated module. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.
Start planning: Less time managing software = more time for clients.
Add instant interactivity to your advisor or corporate website with customized web calculators. All calculators are easy-to-use and allow clients enter different scenarios to personalize their results. Educate and reinforce with easy-to-use “what-if” scenarios.