Address all aspects of your clients planning needs with Easy Money. Easy Money covers all major aspects of a financial plan and shows clients the best way to meet their objectives. Easy Money illustrates solutions to financial shortfalls, including a variety of appendix reports for verifying your numbers and showing additional details.
Trial versions include BOTH Easy Money and Golden Years through TOTAL Planning Suite!
The reports are accessed through the TOTAL Planning Suite, which provides an integrated database and data input method for Easy Money and Golden Years.
In Depth Planning: Complete Accumulation Phase Reporting
- 60 day evaluation
- Fully functional version
- Free tech support
- Create real plans for real client
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