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Deliver high-impact planning with specialized tools
Within one cost-effective platform, enjoy specialized planning solutions to serve high-net worth clients, build sophisticated financial strategies, and grow your book of business.
- Estate Planning
- Retirement Planning
- Tax Planning
- Education Planning
- Social Security
- Stock Options
- Roth Conversions
- Retirement Distributions
“This is one of the best financial planning softwares I have seen, and I have been doing this since 1999.”
Greg GilbertCEO, Infinity Financial Services 
"The way you set it up is intuitive. I think you’ve got a win here. I think you’re going to have a lot of happy advisors."
Bill HamptonCEO, Tax Strategist + Financial Planner, Registered Financial Consultant (RFC), Hampton Tax and Financial Services 
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