Financial Planning

Interactive’s financial planning module lets you take a holistic planning perspective

Interactive financial planning module provides the holistic perspective you need to furnish your clients with expert advice on retirement planning, education funding and estate planning. Our sophisticated relational database contains client goals, tax and cash flow items, assets, liabilities and insurance. You’ll be able to:

  • Create planning scenarios based on cash flow and client goals
  • Review financial goals and portfolio performance seamlessly
  • Calculate multiyear net worth, cash flow and tax projections
  • Control risk by setting alert conditions and alarm thresholds
  • Create, maintain and archive unlimited planning strategies

Sample Financial Planning Reports
You’ll have access to more than 85 financial planning reports. Examples can be found in our Sample Financial Plan and our Sample Proposal

NEXT: Customer Relationship Management