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The Investment Center has made the following software packages available to Investment Advisor Representatives (IARs):
The BetaVest CASE program allows you to input and analyze client data, optimize and create cash flow scenarios, optimize with up to 7000 portfolio allocations, and generate a full set of detailed reports. Includes additional modules such as a Retirement Quick Planner, Lump-Sum Pension Analyzer, and an Annual Review Module.
BetaVest contains a data input screen that contains personal information, desired retirement goals, current financial position, and a built-in Risk Tolerance Questionnaire. There are also optional tabs that will allow you to input client notes, investment strategy, and other miscellaneous items.
The Allocation Simulation analyzes the likelihood of your client achieving their goals using a historical rolling period analysis. This module tests the client's specific goals, cash flow needs, and length of cash flow for their investment timeline. It also allows you to use one of the default cash flow strategies or create a new one using the Cash Flow Optimizer.
With this comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and prospective financial situation.
MasterPlan Financial Planning Software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes during the current year, every year to retirement and beyond to life expectancy.
Included in the software are retirement planning, estate planning, capital needs analysis, budgeting, what if scenarios, disability needs analysis, education needs analysis, cash flow and tax planning, balance sheets, etc. Features such as business valuation, real estate analyses, and investment modeling are also included.
Naviplan financial planning software is an integrated suite of tools developed for financial professionals who build advice-based client relationships. From simple planning concepts to in-depth financial plans, NaviPlan covers the full spectrum of wealth management scenarios.
Whether you're planning to transition to new markets, move to a fee-based structure, or broaden your services, NaviPlan offers the flexibility and scalability to meet your current planning needs and support your growing practice.
NaviPlan is an easy-to-use financial planning program that performs fast financial assessments and has three levels of planning to meet the needs of all types of advisors.
In the MoneyGuidePro Planning System, you can create Financial Plans (goal-based planning, including risk management), Asset Allocation Plans, and Lifetime Income Plans (Monte Carlo simulations on a single income stream). MoneyGuidePro Planning also has a uniquely powerful "sharing" capability that allows you to collaborate with your client or with other advisors over the internet.