Financial Compass

Providing New Direction in Personal Finance

Financial Compass is either a desktop or a browser based financial guidance and sales support tool. The browser version is sold on an ASP basis for independent advisors and as both an ASP and hosted enterprise solution for larger financial institutions. It is a goals based needs analysis system designed to help you help your prospects and clients determine the kind and amount of financial products needed to help them achieve financial security. Financial Compass is designed to be intuitive and easy to use with compelling on screen and printed reports. You will find that your clients and prospects understand and will want to implement the recommendations.

Financial Compass is not a comprehensive financial planning tool, it is however a suitability tool which can quickly analyze clients needs in these key areas:

• Survivor Needs - ongoing needs of the family in the event of a death
• College Funding - what will the needs be, how much needs to be saved
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• Retirement Planning - will clients have enough money when it comes time to retire
• Disability Income Needs - what is the financial impact of a disability
• Long Term Care - what is the financial impact of a long term care need

View Sample Report. (Size: 4.01MB)