Planning

The Financial Planning Process requires that you "know your client" and we make it easy to input information that will allows you to better serve the client's financial planning needs. Track Estate Planning information such as wills and trusts. Track annual Crummey Letters, Retirement Dates and Required Distribution Dates via the Important Dates Report. Track Survivor and Financial Goal information and Tax information. With the Act4Advisors Contains Query, easily search for all clients that file a unique Tax form so you can easily find out who qualifies for the new tax law changes.