Easily identify missing or
outdated financial items
Update or add financial inputs
right from the visual layouts
Share the visuals online
or provide them as PDFs
Visually explore all household assets and liabilities, insurance policies and trust-owned assets. Each item is color-coded by type and organized by owners for an easy review. Best of all, any edits made in the visual layout are automatically updated in the client's plan.
See a timeline of key events happening in your client's life. Whether it's a major purchase, a kid going off to college or the long-awaited retirement, help your clients visualize life goals in one graphical layout.
Get a visual summary of the household income sources, and outgoing savings and expenses. All items are organized by owners and color-coded by category for quick visual checkups.