Get with the iN Crowd
You'll Have Access to Tools that Help You Build a Successful Blueprint
Just like a general contractor wants to become a master at putting homes together, you are trying to become the architect of your clients’ financial portfolios. It requires that you have access to tools that help you build a successful blueprint for your clients’ particular situation.
Tools you can have access to include:
Profiles + Professional* — is a complete financial analysis tool that allows advisors to provide financial strategies for a wide range of client needs, from simple needs analysis to complex, tax-sensitive analysis.
Profiles + Forecaster — includes personal analysis in the areas of survivor needs, college funding, retirement, disability income and long-term care.
Methuselah MVP* — is a multilevel planning tool that offers a modular planning approach using seamless data integration to provide customized reports and cash-flow analysis. This is available at a discounted price.
Impact Technology — is a sales and marketing software program producers can use to boost advanced sales efforts in estate planning, wealth transfer and more. This software is available to you at no cost.
Forefield Advisor* — offers an innovative combination of content and technology so you can stay on top of planning opportunities, boost productivity and build long-lasting client relationships. You can use this as a sales and presentation tool or easily research and communicate sound financial strategies on a broad array of financial topics to your clients. You can have this for no cost.
Morningstar — can help you guide your clients towards better investment decisions. For more than a decade, Morningstar has been a source for insight and commentary on key investment issues and reliable, unbiased analysis of investment products.
*The referenced advanced tools are tailored to support Investment Adviser Representatives with their more highly specialized needs.
