Surrounding the financial planning process with tools to improve your efficiency, from start to finish.
Financial Plan - Design & Delivery presented by David Stitt CEO of Plan Builder
Learn how to use your Sample Financial Plan to close fee-based engagements by offering a formal satisfaction guarantee - and by delivering a truly superior comprehensive plan for implementation.
Plan Builder - The Evolution of EnterAct financial planning software helps you develop comprehensive financial plans, quickly and easily.
Create unlimited "what-if" scenarios - including Monte Carlo simulations - then illustrate your plans with colorful charts and graphs. In real time. Use compelling, easy-to-understand presentation helps your clients see the wisdom of your plans immediately.
Frequently Asked Questions - Our prospects have found this to be a valuable asset to their knowledge of the Plan Builder investment decision making.
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