Who are you and what is your “Business Model”?

  • Financial Institution with hundreds to tens of thousands of users:
    • Our Cloud Software is perfect….. we’ve run hundreds of thousands of reports on the cloud (we use AWS as the cloud provider) for our institutional clients.
    • Probably the biggest decision is whether you want a database of cases for each user. Some of our largest clients choose not to and others choose that option.
    • Pricing is a function of modules licensing fees as well as monthly server expenses.
  • Smaller Institutions providing Illustrations for an advisory base via PDFs generated by home office:
    • Cloud (w/Case Records or Not) or Desktop. We can provide the same illustrations and the same analysis.
    • Pricing is a function of modules licensing fees as well as monthly server expenses if applicable.
  • Individual Financial Firms:
    • Cloud (w/Case Records or Not) or Desktop. We can provide the same illustrations and the same analysis.
    • Up to 5 individual firm advisors can user our software for 60% of the costs of 5 individual licenses. Cloud fees may apply.
  • Individual Advisors:
    • Cloud (w/Case Records or Not) or Desktop. We can provide the same illustrations and the same analysis. Cloud fees may apply. See our product price list and groupings.

And

  • Individual Users (want to do your own planning).
    • For a small one-time fee of $29 we will provide you access to a broad selection of our software modules covering 72t, RMD, Stretch Illustration and Roth Conversion Analysis via our Cloud Software.