The balance sheet
The balance sheet gives you an opportunity to summarize your client's complete financial picture. You can track cash accounts, investment accounts, and even calculate what the future value of an account will be at retirement—with and without additional contributions. You can track balances for several account reviews to give your client a clear understanding of their income plan.

Other income sources
The Retirement Income Asset Manager allows you to track your client's other income sources so they can easily see the difference between what they already have and what they’ll need to plan for additionally.

Scenario illustration
The illustration page allows you to customize your client’s income plan. You can adjust each ladder duration, increase or decrease the growth rate, and specify the total pre-tax income your client would like to plan for. This page is really the core of the application. Its intuitive user interface ensures that you’ll be very comfortable with its capabilities in no time.