Financial Advisors

Save time develping cases for your mid-market clients. Create a detailed plan in 20 minutes.
Quickly capture a clients needs and financial resources. Develop life, disability and LTC Insurance recommendations. Produce detailed college and retirement solutions in less time. Illustrate retirement solutions for clients in their wealth building years or current retirees.

Easy to Use: The IncomeMax user interface is very graphical and flows logically from the collection of client information through presentation of results. Use IncomeMax in front of your client or as a presentation tool for your seminars. IncomeMax provides a great sales track for new advisors.

Support pre and post retirement clients: Develop solutions for clients saving for retirement and college, preparing for retirement, or managing their cash flow during retirement. Identify where clients are with respect to there goals and what they need to do to get there. Intuitive graphical results are supported by detailed cash flows.

Concise Graphical Reports: Present your clients resources, objectives and your recommendations in a concise and graphical manner with reports that are easy to read and interpret as well as to explain.

Scenario Comparisons: Quickly compare alternate retirement scenarios side by side and generate a comparison report. Quickly demonstrate the impacts of delaying retirement, reducing needs, altering rates of return, etc.

Liability Protection: A built in review module records client interactions, recommendations, meeting notes, etc. Auto-generated hold-harmless agreement that protects you from future E&O claims.