Financial advisors use our tools to easily analyze data and provide clients with actionable advice. Solving problems provides value.
Range of Outcomes Advisor allows you to shape client expectations by decoding a range of outcomes. Factoring in thousands of different investing time periods and portfolio inputs, the tool enables you to better understand how withdrawals and portfolio allocation impact their odds of success.
Tax-Tier Advisor projects future taxable income and deductions in each tax bracket of your client's lifetime, including the impact of state income taxes. This is often used to advise clients on how much money they can withdraw from an IRA at various tax tiers.
Fee Advisor can make a meaningful change in client's net worth over time. Consider your current fee structure. Are you being strategic about which client account(s) pay advisory fees?