Features

Instant access to life's most important documents, information and instructions
Easy to access and understand system
Proprietary algorithm to recognize planning deficiencies
Needs analysis page with instructions
Completes the planning process
Detailed information about every topic
Unlimited storage uploads for clients documents
Unlimited client usage – no cap on amount of clients you can enter
Bank level security and protection
No stored passwords, social security numbers or bank routing numbers
Easy to view and understand synopsis page
Automatic notifications for maturities of Bank CD's, Annuities, Bonds and other financial assets
Automatic notifications for important reviews such as Wills or Trusts
Link to Social Security Database Master List
Mobile friendly site
Ongoing communication on behalf of the advisor to the beneficiaries
Educational support on engaging the beneficiaries