openPR Logo
Press release Financial Planning Software

01-04-2021 01:15 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Financial Planning Software Service is now available to the public. Financial Planning Software Service is now available to the public. is offering financial planning services to financial advisors.
-Social Security planning, and Canada Pension Plan planning.
-Planning for multiple tax strategies and spending strategies to help client’s money last and make leaving a legacy possible.
-Planner focuses on clearly showing clients the effects of multiple scenarios and possibilities that could affect their financial state. is a Financial Planning Software, focused on providing advisors with the ability to quickly and easily show clients a multitude of scenarios on simulated (Monte Carlo) and real historical data. Tax Strategies and Spending Rules area also available to show clients the effects of how, when, and from where they withdraw their money.

Showing clients scenarios like adjusting the age they take social security, investment allocation choices, market conditions such as the Great Depression or increased inflation, and changing the age at which a client chooses to retire are simple and can be demonstrated live with a client. Our software utilizes the latest in web technologies to bring simple client onboarding, and live client and advisor interactions whether you are in the same room or 1000 miles apart, all without special software or settings. Additional tools allow advisors to bring widgets and contact forms to their website or share them via email or social media.

P.O. Box 107 Amlin OH 43022 was started with the goal of helping people retire and retire not worrying about the ups and downs of markets. Our tagline is: For Advisors Passionate about Protecting Their Client’s Futures. (Advisor Software Solutions LLC) was founded Q4 2019 and made available to the public in Q4 2020.

This release was published on openPR.

Permanent link to this press release:

Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Financial Planning Software here

News-ID: 2219972 • Views: 349

More Releases for Advisor

The Rise of the Luxury Travel Advisor
One of her advisors needed to close a $500,000 world cruise deal and a $500,000 land tour deal before the weekend. It was Friday afternoon and Michelle Leal was in Toronto, Canada, far from her home in Orange County but recognized what was at stake. In the potentially lucrative world of luxury travel, a sizeable commission could be won or lost. Leal relied on her network to try
Pricing Strategy Advisor Certification Malcolm Shepherd
Pricing Strategy Advisor Certification Malcolm Shepherd has earned the nationally recognized Pricing Strategy Advisor Certification. The National Association of REALTORS® offers the PSA certification to a select number of REALTORS® as determining property values depends more than ever on professional expertise and competence, the best use of technology, and a commitment to approach the pricing assignment from various perspectives. “This certification allows Realtor to provide “Consumers with the deserve accurate property value assessments,
Marketplace Platform Advisor Is Here!
We’re very excited today to introduce a brand new tool, created by Roobykon to help you begin the journey of creating your online marketplace: we’re calling it the Marketplace Platform Advisor. The tool takes the form of an interactive questionnaire that guides you through a series of key considerations about your marketplace. Your responses to our questions enable us to give you individually-tailored advice as to which multi-vendor marketplace
Introducing Quad's Newest Advisor: Kathleen Egan
Today Quad Analytix is excited to announce that Kathleen Egan has joined our advisory team. In addition to her operational excellence and significant experience in scaling companies over time, Egan is an innovation and growth leader who brings 25 years of experience in robust implementations of pricing for scale brands and retailers. Egan has a proven track record in high growth start-up value creation as well as large enterprise operations.
Amscreen, Europe’s leading wireless, outdoor screen solutions business are starting the next phase of their expansion strategy by appointing Dirk Huelsermann as Senior Advisor. Simon Sugar, CEO Amscreen said: “We’ve built a very strong UK base with more than 1,500 outdoor screens due to be installed by the end of the year , together with our existing base of over 8,000 indoor screens- with this proven technology and grounding,
Thomas Mollo Named Advisor to LifeSharers
Thomas Mollo, Executive Director of the National Kidney Registry, has agreed to serve as an advisor to LifeSharers. LifeSharers is a non-profit network of organ donors that gives registered organ donors preferred access to transplantable organs. It was launched in 2002 to help alleviate the shortage of human organs needed for transplant operations. That shortage kills over 8,000 Americans every year. “LifeSharers has the potential to make a