Diverse Solutions for Different Advisors
We’ve created three levels of tools and support, which we call Tracks, to serve our advisors, depending on their unique needs and skillset. See which apply to you below.
Track 1:
OWNER PLANNING
This track is for those who work with business owners to help them connect their largest asset, their business, to their personal financial goals while mitigating business and owner risk.
Track 2:
BUSINESS PLANNING
This track is for those who want to help business owners grow their businesses or achieve a successful transition. With additional tools, users can conduct a deeper analysis of the business to identify growth opportunities.
Track 3:
ADVANCED PLANNING
This track is for those advisors who wish to provide an expanded level of business planning. Our full suite of analytics tools will allow advisors to work with owners’ management teams and run engagement seminars for owner groups.