What is Planning Toolkit?

Back to Help

  • Planning Toolkit is a needs analysis financial planning software package with twelve integrated planning modules.
  • A fact finder questionnaire allows you to gather and enter data once. All information distributes into each integrated module.
  • It is easy to use and allows advisors to complete a full financial plan in 30-45 minutes.
  • Plans can be as short as 1 module (single need) or 12 modules (full plan).

Back to Help