Sales Tools for Insurance and Financial

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eMoney

eMoney is a comprehensive and scalable financial planning technology that empowers advisors to meet a broad range of planning needs for their clients. Built upon our planning-centric platform, our packages are constructed to align to the type of planning that advisors offer and deepen client engagement.

 


 

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Impact PlanFacts

PlanFacts is an innovative, integrated, suite of products.

Use each product individually or use them together to link concepts. PlanFacts tools are a great way to introduce concepts and as a bridge to your comprehensive, analytical planning platform. However you choose to use them, your clients are sure to remain interested and engaged throughout the entire presentation.

 

 

PlanFacts performs millions of calculations behind the scenes, and uses intensely researched visual design to present complex financial concepts with an elegant simplicity. Whether presented in seminars, on your iPad at a coffee shop, in your office, or a quick pull up on your phone—you can access these concepts immediately when you need them.


 

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MoneyGuide Pro

Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients’ lives.


 

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Advanced Sales and Needs Analysis Tools

It takes multiple touches and easy-to-use marketing and selling tools to build business momentum and fill the pipeline. Our focus is on improving agent and advisor velocity and improving the customer experience to ensure repeat business. When you see and hear iPipeline, think insurance accelerated. Watch the following video to better understand the value of our market and sell solutions.