Packages At A Glance
On-Demand Packages At A Glance
WealthStation is available in several packages to fit the needs of different kinds of advisors.
Whether you are looking for an asset allocation tool, a comprehensive high-end planning package,
or even a custom package, WealthStation provides you with the tools you need to help improve
productivity, and spend more time with your clients.
| Quarterly Payment |
Calculators
$50 |
Asset
Allocation
$99 |
Sales Pro
$200 |
Advisor
$300 |
Advisor
Plus
$400 |
Platinum
$625 |
| Consultant Series |
|
|
|
|
|
|
| Cash Flow Consultant (CFC) |
|
|
|
|
|
✓ |
| Advisor Series |
|
|
|
|
|
|
| AllocationMaster |
|
✓ |
|
✓ |
✓ |
✓ |
| Comprehensive Planning |
|
|
|
|
✓ |
✓ |
| Education Advisor |
|
|
|
|
✓ |
✓ |
| Estate Advisor |
|
|
|
✓ |
✓ |
✓ |
| Financial Statements Advisor |
|
|
|
✓ |
✓ |
✓ |
| Multi-Issue Advisor |
|
|
|
✓ |
✓ |
✓ |
| Retirement Advisor |
|
|
|
✓ |
✓ |
✓ |
| Stock Options Advisor |
|
|
|
✓ |
✓ |
✓ |
| Planning Series |
|
|
|
|
|
|
| Accumulation |
|
|
|
✓ |
✓ |
✓ |
| Asset Allocator |
|
|
|
|
|
✓ |
| At Retirement (Distribution) |
|
|
|
✓ |
|
|
| At Retirement Plus |
|
|
|
|
✓ |
✓ |
| Concept Profiler |
|
|
✓ |
✓ |
✓ |
✓ |
| Debt Management |
|
|
✓ |
✓ |
✓ |
✓ |
| Disability |
|
|
✓ |
✓ |
✓ |
✓ |
| Education Funding |
|
|
✓ |
|
|
✓ |
| Estate Preservation |
|
|
✓ |
|
|
✓ |
| Financial Statements |
|
|
✓ |
|
|
✓ |
| Income Tax |
|
|
✓ |
✓ |
✓ |
✓ |
| IRA Analyzer |
|
|
✓ |
✓ |
✓ |
✓ |
| Long Term Care |
|
|
✓ |
✓ |
✓ |
✓ |
| Lump Sum Pension |
|
|
✓ |
|
|
✓ |
| Multi-Issue |
|
|
✓ |
✓ |
✓ |
✓ |
| Retirement (Accumulation) |
|
|
✓ |
|
|
✓ |
| RISE |
|
|
|
|
✓ |
✓ |
| Survivor |
|
|
✓ |
✓ |
✓ |
✓ |
| Foundation Series |
|
|
|
|
|
|
| Asset Allocator Foundations |
|
|
|
|
|
✓ |
| At Retirement Foundations |
|
|
|
|
|
✓ |
| Education Foundations |
|
|
|
|
|
✓ |
| Retirement Foundations |
|
|
|
|
|
✓ |
| Survivor Foundations |
|
|
|
|
|
✓ |
| Calculator Series |
|
|
|
|
|
|
| Life Expectancy |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Loan Amortization |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Net Unrealized Appreciation |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Refinance |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Required Minimum Distribution |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Roth IRA Conversion |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Stretch IRA |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Substantially Equal Periodic Payment |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Taxable Vs. Tax-Deferred Investments |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
| Time Value of Money |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
|