Comprehensive Financial Analysis

One Solution for All Advisors

In-Depth, Comprehensive Review and Analysis

Designed with all clients in mind, Financial Strategies provides advisors with a comprehensive financial analysis planning tool. As a critical part of the financial sales process, Financial Strategies provides in-depth analysis and persuasive presentations as advisors collect and analyze client data, motivate clients to action, and monitor their progress. Financial Strategies is the complete solution for advisors concerned with comprehensive review and analysis, and covers areas ranging from education funding to stock option analysis. Each analysis is explained in an educational, product-neutral manner.

Benefits and Uses

• Provides complete analysis for all needs
• Focuses on cash flow and available financial resources
• Produces persuasive client presentations
• Integrates sophisticated trusts and business planning
• Captures assets and other details for the most sophisticated clients

The PlanLab® Platform

Financial Strategies, along with the Wealth Planning Suite and Financial Needs Analysis, give advisors the tools they need to address all client needs. In addition, Business Rules and the PlanLab Office System can be added to the PlanLab platform to improve sales and enhance collaboration across the enterprise.

One Solution for All Markets

Analyze Comprehensive Financial Concerns

• Education
• Asset Allocation
• Survivor Needs
• Disability
• Debt Management
• Emergency Funds
• Retirement
• Estate Planning
• Long-Term Care
• Accumulation Planning
• Stock Option Planning
• Qualified Plan Analysis
• Probability Analysis

Communicating Comprehensive Financial Topics

All needs are analyzed using a common calculation engine and tied together using a powerful client presentation and executive summary. Supporting ledgers and graphs provide advisors with the analytic details they need to make the sale to the client and the client's advisors.