Planning Series
General Overview
The Planning Series is designed with the transaction-based financial professional and the client in mind. Most modules in this series include a sales presentation to help the client understand the planning process. Modules in this series use the same robust calculations as the Advisor Series modules but rely on default assumptions and require fewer data inputs. Modules in this series are easy to learn and are quicker to implement a financial plan by exposing less client input (as compared to the Advisor Series) and relying on default assumptions. It is designed for mid-tier users that want strong analytics with a quicker plan development time.