AdvisorPlanningPro

Cloud based advanced planning for Financial Advisors and Planners Leverage our state of the art technology to help your clients.

Reliadvisor Inc. (Parent company of AdvisorPlanningPro) is committed to providing solutions for financial professionals. Our vision is to offer multiple advisory technology products that make advisory practices more efficient. Our vertically integrated platform is a unique advisory workstation comprised of numerous software products and integrations. In all of our products, our strategy is to provide features that go above and beyond what is available in the market. As part of our strategy we believe in open platforms and integrate with third-party providers whereever possible. Yet, we recommend advisors to do trials on our three vertically integrated core products (EquinoxCRM, RiskTuner, and AdvisorPlanningPro) to experience the value of the solutions we offer.

Offering clients a detailed financial plan covering all the financial factors that can influence their future financial success is not simple. AdvisorPlanningPro has been designed with features that allow an advisor or financial planner to offer complete financial plans to clients.

Our software will allow you to establish a clear path to achieve retirement and financial goals. Get started with AdvisorPlanningPro and explore our key features.

Please e-mail product@equinoxcrm.com for more information If you have a specific question regarding the use of our software you can contact product@equinoxcrm.com

1) • • •

Set a strong financial path for your clients' future Determine if your clients are on track to achieve their retirement goals Plan and project retirement and financial capital for households

2) • • •

Capital Projection

Monte Carlo

Obtain the probability of success of a plan with Monte Carlo simulations Avoid plans with a projected low probability of success Present a complete statistical analysis to your clients

3) Flexible Projections and alternative scenarios • • •

Adjust your plan with our customizable projections Freely modify the assumptions of your financial plan including income, expenses, goals, estate, inflation etc Test your plan to multiple scenarios and variables (What ifs?)

4) Debt Planning and Financial Goals • • •

Debt Planning, and Financial Goals Suggest debt and liability payment schedules Ensure your clients are on track to achieve their financial goals

5) Income before Retirement and Income after retirement • •

Create Social security projections Select optimal contributions and withdrawals on tax-deferred accounts

6) Estate Planning and Life Insurance • •

Create life insurance suggestions Estimate an approximate estate value for the life of a plan

7) Client Portal • •

Receive client held-away account information through our aggregation feature (Upcoming Feature) Give clients the flexibility to actualize financial information through our client portal

8) Financial Plan • • •

Add, delete, and edit sections and subsections in your financial plan Generate customizable financial plans Create high-quality financial plans

9) Healthcare and Educational Planning • •

Project college and education expenses Plan for your clients' healthcare expenses

Whether you are a solo Advisor or a 1000 person firm with many branches, RiskTuner is competitively priced.

info@equinoxcrm.com Please contact sales@equinoxcrm.com for any questions. https://www.advisorplanningpro.com/