Build a client profile around the planning areas that matter: retirement and investments, continuing a business, income protection for survivors, estate preservation, or a mix of needs.
Client planning workflow
Financial Planning Analyzer
Build and review client profiles, identify planning priorities, assign prospects to the right advisor, and carry saved assumptions into Needs Analyzer and Portfolio Planner.
Start with what the client already knows, then focus the discussion on retirement, family protection, business continuity, estate preservation, and investment priorities that need attention now.
Build a client profile around the planning areas that matter: retirement and investments, continuing a business, income protection for survivors, estate preservation, or a mix of needs.
Return to an existing profile, review saved assumptions, and continue analysis without starting over.
Assign profiles to advisors or branches, review progress, and keep client follow-up organized.
Launch Needs Analyzer and Portfolio Planner with profile context already carried forward.