Use our financial planning tools to supplement your client's financial plans. These tools complement your analysis and help you make informed decisions.
These tools are for financial professionals and require a login to access.
Tools
Planning tools
Login required. Compare the impact annuity fees have on long-term growth potential using current Morningstar® fee data.
Determine the future value of a taxable investment versus a tax-deferred investment.
Login required. Illustrate how the planning concept of "stretching" a variable annuity investment to heirs works compared to receiving a lump sum payment.
Calculate a required minimum distribution from a traditional 401(k) or IRA using this tool from FINRA.
Identify optimal filing strategies and generate custom client-ready reports to help guide conversations, and strengthens your planning conversations by providing break-even and cash flow analysis.
Estimate your client’s future health care costs. Our partnership with Healthview Services uses actuarial science to deliver a customized report specific to your client’s situation.
A digital platform that helps you manage client’s assets
We have a digital account management platform that offers an intuitive interface for client account opening, building investment models, handling mass trades and re-balancing client accounts. We also integrate with the fintech platforms you use to deliver a holistic view of your client’s account data. Register now and see all we have to offer.
Easy account management
These tools and services are only available to registered financial professionals and require a login.