The Wealth Planner™ is a sophisticated yet intuitive planning platform that allows financial advisors to efficiently create both goals based and cash flow based financial plans. This online platform can be accessed via all leading web browsers on most computing devices, including smartphones and tablets, running on different operating systems (Windows, Mac, iOS, Android). It produces financial plans that are aligned with client life stages and supports different business models for financial advice. The Wealth Planner™ allows advisors to offer differentiated and actionable advice efficiently.

The Wealth Planner™ has been reviewed by FINRA (Financial Industry Regulatory Authority) and compliance approved by industry's largest broker/dealers.