Asset Allocation 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. The Portfolio Planner compares the present allocation with the proposed allocation, and further specifies, with text and tables, which funds to use in implementing the recommendation.

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Portfolio Manager
The Portfolio Manager helps market portfolio management services to high net worth prospects. Portfolio Manager is an upscale portfolio management tool that values a client's portfolio, classifies it into market sectors and compares it to the firm's recommendations. Portfolio Manager begins with an investment tutorial, presents the firm's research capabilities, and explains the firm's approach to portfolio management. Separate analyses are provided for equities, fixed income and cash management.

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Retirement Planning
Retirement Funding Analysis
The Retirement Funding Analysis is a full color report that calculates whether a retirement funding gap exists and then illustrates how a range of strategies can either reduce the gap or create additional assets. In effect, it performs multiple "what if" analyses on the data provided.

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Retirement Accumulation Planner
The Retirement Accumulation Planner is a focused report that helps the user look beyond employer provided retirement plans to a household's overall retirement situation. The Retirement Accumulation Planner sets up a "sample case", then provides several alternative results based on minor changes in assumptions and variables.

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Retirement Planner - Accumulation Model (RPA)
Retirement Planner - Distribution Model (RPD)
The Retirement Planners help clients focus on the issues that have the greatest impact on their retirement. They are so easy to use that clients will not hesitate to try them. They have so much substance that clients will start developing valuable insights into their likely retirement scenario. Once they understand what they need to do, they are only a click away from taking action.

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Life Insurance Planning
Life Insurance Planner
The Life Insurance Planner is an easy-to-use tool that helps clients understand two important planning issues: How much will they need for immediate cash needs and how much will they need to provide survivor income?

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Home Mortgage Planning
Mortgage Planner
The Mortgage Planner solves for either the purchase price of a new home, or the monthly payment. It then illustrates what the corresponding tax savings might be, and how one can decrease overall interest costs by accelerating the payment of principal.

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Education Funding Planning
View Education Funding tools.