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Our Advisor Calculator series of online analytical calculators is composed of over 40 one-page reports designed to quickly answer financial questions posed by clients and prospects.
These one-page PDF reports offer professional, presentation quality output which can be given to clients as part of the planning process. The reports, which can also be emailed, can help motivate a client/prospect to take action, answer pointed financial questions or educate on a specific financial topic. Incorporating the prospect/client and advisor name with appropriate company disclosures, they are a great supplement to your comprehensive planning system and can easily be implemented on a company extranet site or agent login area.
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