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Financial Planning Software for Advisors

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Resources

Financial planning software, guides, articles, and more.

Blog & Articles

8 Ways to Prepare for the Great Wealth Transfer

Expect as much as $68 trillion in assets to be included in the Great Wealth Transfer, and the odds are that money is moving to different providers too. How can you prepare?

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Blog & Articles

6 Reasons Why Account Aggregation is Necessary for Financial Planning

Let’s discuss how account aggregation is helping many advisors gain efficiencies for creating financial plans. Here are six reasons account aggregation may be an answer for you.

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Blog & Articles

Introducing Account Aggregation for Advisors

Account aggregation is a single location for an individual to see their accounts across a myriad of institutions. Get a quick intro here.

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Blog & Articles

How to Build Your Digital Presence and Professional Network in 3 Easy Steps

Do these simple steps to provide substance to the relationships you have in your professional network and build a digital presence as an expert.

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Blog & Articles

How the Challenger Sales Method can Help You with Financial Planning

The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.

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Blog & Articles

The Financial Advisors’ 2021 Digital Marketing Checklist

We put together the Financial Advisors' 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.

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Blog & Articles

2021 Tax Changes Available Now in Moneytree Plan

With a new year comes new tax numbers. Adjustments to tax brackets, standard deductions, exemptions, and more are now available in Moneytree Plan.

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Blog & Articles

RMD Start Ages in Moneytree Plan

RMD timing can be a confusing topic. It can help to conceptualize it by asking this question: If my client is 71 today, will they turn 72 before December?

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Blog & Articles

Take Control of Your Sales Process

What do you think of when you hear the words, “take control”? The last behavior in the Challenger Sale, Take Control, is the most misused behaviors and quite honestly, why the methodology sometimes gets a bad rap.

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Blog & Articles

Start with Your Clients’ Goals and Tailor Plans to Reach Them

Knowing your customer is also how you can really help them with a tailored approach to their goals. An advisor needs to truly take the time to understand the needs of their clients and then present data that is relevant to their specific life journey – that’s how you win clients!

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Blog & Articles

Advisors, Don’t Sell…Teach for Differentiation

The key to teaching successfully is using your unique strengths and experiences in financial planning.

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Blog & Articles

Calculating Taxable Social Security Benefits – Not as Easy as 0%, 50%, 85%

It is typical for social security benefits to be 85% taxable, especially for clients with higher income sources in retirement, but the benefit subject to taxation can be lower.

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Muncie, IN 47305

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