Financial planning software
Your position as a well-informed professional will only be enhanced by the cutting-edge information and functionality available through Raymond James’ Financial Planning Suite. Created with today’s advisor in mind, this best-in-class planning tool is key to serving your clients more thoroughly while you uncover new opportunities. Whether you need to create a “10-minute plan” or a comprehensive financial presentation, this system will save you time and set you apart from the competition.
The Financial Planning Suite features three primary components:
Financial Planning Library – Forefield: Stay ahead of the curve with a large online database of knowledge that is both clearly written and easy to navigate. The library’s powerful search engine gives you instant access to a host of investment and financial planning-related articles, charts and tables, all of which may be electronically placed into your customized stationery and used under your byline. Knowledge is power – and this library delivers both.
Ibbotson Asset Allocation Library: This online inventory of PowerPoint presentations offers a wide range of investment and asset allocation concepts. You’ll get access to the highly respected Ibbotson Stocks, Bonds, Bills and Inflation graph – and nearly 100 more. It’s the ideal tool for creating professional presentations and seminars.
Goal Planning & Monitoring: This online financial planning software, powered by MoneyGuidePro®, enables you to create interactive goal plans for clients, build actionable recommendations and monitor plans to help keep clients on track. Because the software is integrated with your client’s information and offers intelligent defaults, you can build a robust retirement analysis in minutes with minimal data input. Read more about Goal Planning & Monitoring here.
