Financial Planning Tools & Technology

The advisory features within our technology platform, SmartWorks^SM, give your financial professionals one-click access to all the tools you need to design a portfolio, set up an asset allocation, implement your client’s plan, and track its progress and make adjustments along the way. Its suite of tools is fully integrated so client data flows smoothly between them.

MoneyGuidePro

This full-featured financial planning and asset allocation program lets your investment advisors:

 

• Create customized financial plans in less than 20 minutes
• Perform side-by-side portfolio comparisons (current allocation vs. recommended allocation)
• Solve for client goals using MoneyGuidePro’s SuperSolve™ function or multiple “What-if Worksheet” scenarios
• Stress test results using Monte Carlo simulations
• Generate life insurance, disability and long-term care needs analysis
• Develop a financial plan that helps minimize estate taxes*

Fee-Based Advisory Platform

Makes it easier to manage client assets and rebalance clients’ portfolios:

 

• Access client accounts
• Create models that can be easily updated across client accounts
• Create compelling proposals and investment policy statements
• Generate pre-filled new account paperwork
• Open accounts online

Insurance Reviews

Our Insurance team delivers case-by-case reviews of clients’ existing insurance coverage, looking for opportunities to expand coverage, diversify to a broader product array, or find more cost-effective premiums to help them better achieve their wealth preservation and estate planning goals.

Quarterly Performance Reports

These reports give clients clear and easy-to-read graphs and data on their portfolio’s performance, value and fees, and include a market commentary review for additional perspective. And for the financial professionals’ convenience, past reports are available online through the advisory platform within SmartWorks.

* Neither PrimeVest nor any of its representatives may give legal or tax advice.