Flexible tools to meet each advisor’s needs

Not sure where to start?

Find the Tools for Me Free Two-Week Trial

Discover which tool is right for you

You’re only four clicks away from the financial tool you’ve been searching for.

  1. 1. Which type of clients do you primarily serve?

    • Mass Affluent   (less than $1 million)
    • High Net Worth   ($1 million - $10 million)
    • Ultra High Net Worth   (greater than $10 million)
  2. 2. Do you sell financial plans for a fee?

    • Yes
    • No
  3. 3. Do you provide investment advisory services?

    • Yes
    • No
  4. 4. Have you used one of our tools in the past?

    • None
    • NaviPlan
    • Profiles
    • Figlo
    • Advisor Briefcase

Ready to learn more?

Let us know! We’ll contact you to talk about your needs, and how we can partner together to grow your practice.

Request a trial

Your Guide to Picking the Perfect Financial Planning Tool

Use this free guide to help you in your search for a planning tool.

Get your free copy