What kind of financial planning software should you consider?
First, make an effort to evaluate "who you are" to your clients and
prospects. Are you trying to move from a transactional business to one that is more
advisory based? Do your clients see you as a place to acquire products, get advise
or both? Are you involved with retirement plans? Do you often meet with
individuals who are retiring? Are your client's older or younger? Is your goal to
sell financial products?
After you have answered these questions, you can better determine the best type
of financial planning software for your practice.
If you are just getting started in financial services and you want to
build your commission business with individuals who have long term goals, you might
consider the Silver Retirement Planner.
If you are looking more sophisticated and are looking for comprehensive
financial planning software or if you are planning on charging fees to your clients you
should consider the Easy Money program.
If you are not interested in comprehensive financial planning but are
only dealing with retirees, the Golden Years program will
probably give you the needed functions you are looking for.
If you are dealing with qualified money such as rollovers, 401k's or
pension distributions, you should consider the Retirement
Solutions program.
If all of these types of planning features are necessary, consider the Money Tree Suites.
For more information call 800.831.7636
