|
|
| |
Financial Planning
The Tamarac Advisor platform integrates with MoneyGuidePro's financial planning software. MoneyGuidePro is a sophisticated financial planning and asset allocation program that enables you to
easily define a custom financial plan and gives you the reporting tools to clearly communicate the plan back to your clients.
MoneyGuidePro's Goal Wizard functionality rapidly walks you through the process of defining goals such as retirement, college, trips, bequests and more. As it does so, it provides helpful tips, hints and explanations. In addition, the Goal Wizard can prompt less-experienced planners to suggest additional goals to their clients that might not otherwise have been considered.
The Goal Wizard can be shared, via web interface, with your clients to give them the time and privacy of entering in well thought out responses and also relieves some of the data entry burden from you.
- Input client financial plan information step-by-step via a Goal Wizard, or grant your client access via a web interface to input information themselves.
- Rank each financial goal to give appropriate funding priorities within clien's plan.
- Supports dollar ranges for each goal, instead of an absolute amount, to provide for financial contingencies and still allow for client success.
- Client asset information can be automatically imported from PortfolioCenter into MoneyGuidePro for tracking and reporting progress.
- Super Solve functionality can automatically propose new "what if" scenarios to accomplish client goals.
- Build client facing presentations that communicate your plan clearly and can be printed or delivered interactively in person or online.
| |
|
