GamePlan Online
GamePlan Online (GPO) is an online planning tool for financial institutions and their advisors. It creates a multi-goal plan for middle-market clients that is easy for the advisor to use and easy for the client to understand. The plan shows how client goals can be met using existing assets and identified savings, and quantifies the future savings needed for goal attainment. It covers cash and credit management, retirement planning, education funding, home purchase, auto purchase, client-defined expenditures, risk management and investment planning. Parameter-driven customization and administrative support are part of the GPO system.

Learn More:
View Sample Client Profile
View Sample Client Questionnaire
View Sample Client Report