Multi-Issue Advisor

The Multi-Issue Advisor module allows advisors to include the results from multiple modules in a single report, enabling clients to review two or more areas of their financial situation at one time.

Module Target User – Advisors
Completion Time – 5 minutes (assumes included modules are already complete)

This module:

Allows two or more Advisor and Planning level modules to be combined to form a single report with integrated executive and action summary information
Available modules for Multi-Issue Advisor include:
-    Comprehensive
-    Concept Profiler
-    Debt Management
-    Disability Income Needs
-    Education Advisor
-    Estate Advisor
-    Financial Statements Advisor
-    Retirement Advisor
-    Survivor Needs

Multi-Issue Advisor

Contact Information