For advisors
There is finally a financial and retirement planning solution for advisors that doesn't take hours of training. With our intuitive interface you can get started on your financial and retirement plans right away. Cut the time you spend building plans by more than half. Link all of your clients' accounts using our partnership with Yodlee. Instead of spending countless hours thumbing through user guides and watching training sessions, you can jump right in and get started. Use a PC, Mac, tablet, or smartphone. It works on any device.