Archimedes Systems

Solution Demonstrations

These demostrations show how we can deliver highly personalized, high-quality communications, including variable text and graphics, from data entered on the Web using our unique production system.

You will need Adobe Acrobat Reader to view the PDF files returned by some of our demos. Download the Acrobat Reader for free at Adobe.com

To request more information about these demos, or if you have any questions about them, please do not hesitate to contact us.

Retirement Plan Services

	401(k) e-Proposal System The Archimedes 401(k) e-Proposal System helps sell more plans by making internal staff more productive and shortening the sales cycle.
	Personalized 401(k) Projections The Personalized Projections illustrate the effect that increased plan contributions would have for both participants and non-participants.
	Retirement Planner - Accumulation Model The RPA lets users model how they will meet their future retirement income goals, with sliders for seven important variables - including how much to save.
	Retirement Planner - Distribution Model The RPD helps users who hope to retire soon (or are retired now) to balance the level of income they require and the length of time the income can be sustained, under a range of scenarios.
	Retirement Income Analysis The RIA provides a retirement income analysis with the right balance between ease of use and robust calculations, a maximum of advisor control at the user level, and almost unlimited flexibility and customization at the institutional level. Click on the link above to see sample screens and to request a demo.

Personal Financial Planning

	Portfolio Planner The Portfolio Planner is a decision-oriented application that recommends a specific asset allocation, based on the information and time horizon that the user has entered.
	Retirement Planner - Accumulation Model The RPA lets users model how they will meet their future retirement income goals, with sliders for seven important variables - including how much to save.
	Retirement Planner - Distribution Model The RPD helps users who hope to retire soon (or are retired now) to balance the level of income they require and the length of time the income can be sustained, under a range of scenarios.
	Life Insurance Planner The Life Insurance Planner is an easy-to-use tool that helps clients understand how much they will need for immediate cash needs, and to provide survivor income.
	Mortgage Planner The Mortgage Planner models what home purchase a user can afford, then illustrates the corresponding tax savings and the impact that accelerated mortgage payments can have.

Education Funding Planning

	Education Funding Planner (EFP) The Education Funding Planner creates a personalized education funding report, helping individuals assess their college savings goals and strategies.
	College Savings Planner (CSP) The College Savings Planner determines the individual's college funding goals and what it will take to get on track to meet those goals, using key personal data.
	College Cost Projector The College Cost Projector calculates the future cost of a college education in an individual's time-frame, based on today's cost and specified inflation rate.
	College Savings Projector The College Savings Projector calculates what an individual's savings may be worth at the start of college, comparing both tax-free and taxable savings growth.
	529 State Tax Deduction Calculator The 529 State Tax Deduction Calculator estimates the value of the individual's potential state tax deduction, if contributing to the 529 College Savings Plan in his or her home state.
	Financial Aid Planner (FAP) The Financial Aid Planner offers a preliminary walk-through of the college financial aid application process and generates an aid eligibility analysis.
	Loan Affordability Projector The Loan Affordability Projector estimates how much an individual can reasonably afford to borrow for their child's college education, given their current income and debt obligations.
	Loan Payment Projector The Loan Payment Projector estimates how much an individual may be able to borrow for their child's college education, given a specified affordable monthly payment.