Most comprehensive financial

planning software available

for high-end clients

Investment Planning

Detailed cashflow & tax implications

with easy what-if analysis

Retirement Planning

Variety of popular plan formats

and Social Security computations

Cash Management

Dynamic projection of profile

with multi layered options

Capital Needs Analysis

Now and forever

Estate Planning

Client, spouse and family

Education Funding

Standalone funding analysis or

part of comprehensive planning

Detailed implementation of

Federal and State income taxes