Overview

Bring complete planning power to your middle market. Serve any type of client regardless of needs or income. Get the benefits of web-based technology.

In one solution, PlanLab delivers these capabilities to every area of your enterprise. Designed with all advisors and clients in mind, PlanLab's intuitive features make it easy to collect and analyze client data, motivate clients to action, and monitor their progress. PlanLab is the total solution for all advisors.

Address Critical Planning Areas

• Special Needs & Future Purchases
• Financial Statements
• Lifestyle Prior to Retirement
• Retirement
• Education Funding
• Survivor Needs at Death
• Disability
• Long-Term Care
• Probability Analysis (planning for uncertainties)
• Debt Management
• Emergency Funds
• Investment Analysis & Asset Allocation
• Protecting Assets
• Estate Planning
• Qualified Retirement Plans
• Planning for Employer Stock

Generate more realistic plans

Monthly cash flow in PlanLab let's you plan more realistically. Since people pay their bills each month, the software makes it easier for you to manage cash flow and locate sources of funding - another way the system helps you balance your clients' needs and desired lifestyles.

Streamline your planning, have more time with clients

When navigation is a breeze, you can devote more time to clients. Moving around in PlanLab is easy. And since intuitive features like our "event" architecture help you enter data in the natural way your clients talk, you can stop searching for dates and get out from behind the computer.

No more costly CD distributions

Web-based technology means distribution and updates require nothing of the advisor. New features and upgrades occur simultaneously firm wide.

Educate and motivate your clients

Powerful printed presentations allow your clients' needs to surface without "pushing." But product-neutral doesn't have to mean sales neutral. PlanLab printed presentations use graphics and text to educate and motivate clients. Plus, planning overviews allow them to get to the bottom line quickly. When clients see their needs communicated effectively, decisions come easily.

Manage roles and functionality

Using role management, you can get just the functionality you need to do your job. If you're green, higher-ups can simplify your work and help you skip the learning curve. If you're an expert, you can get all of the complex functionality you require to carry out complicated planning. Plus, your software can be tailored around your area of expertise. Role management in the system makes all of this possible - another feature that makes PlanLab the single solution for advisors.

Generate, view "what ifs" side by side

Scenario Creation in PlanLab is designed to help you imagine possibilities for your clients without worrying that you'll mess up their current situation. Then, once you've tried out all your ideas, you can compare any of them side-by-side with Scenario Comparison.

Check planning progress at any stage

An instant snapshot of your clients' finances will help you check the success of their plan at any stage (including scenarios). Spot cash flow failures in years projected, along with the magnitude of the failures, and net worth into the future.

The best way to understand the benefits of the PlanLab is to see it in action. Those who do, usually become true believers. Sign up for a WebEx demonstration today by calling 704-549-1100 ext. 1.