Online analytical & presentation tools for financial professionals


Why PlannerPortal?

A financial plan must be a living document, one that is reviewed on a regular basis. We believe that innovative, accurate, and comprehensive financial tools can also be affordable to all financial advisors. We also believe that these financial tools, while complex in nature, can be developed and presented in a very user-friendly and intuitive fashion.

You can rest assured that while you are on the front lines with your clients, we are behind-the-scenes making certain that your data is safe and your financial presentations are accurate and professional.

How it works

Web Application Model

PlannerPortal is a web-based application, giving you the freedom to access your client's data and create financial reports anywhere you have internet access. A very simple user interface allows quick access to client information and client reports. Data is entered once and shared across multiple financial planning modules.

  • Automatic updates to the application
  • Data securely stored on our servers
  • System administration tools available

What it is

Comprehensive Online Analytical and Presentation Tools

PlannerPortal gives the agent the ability to analyze diverse, complex financial concepts and clearly communicate alternatives and solutions. It provides hundreds of sales pages, covering a myriad of financial topics.

  • College Planning
  • Credit & Debt
  • Home & Mortgage
  • Income Taxation
  • Insurance
  • Paycheck & Benefits
  • Qualified Plans
  • Retirement Planning
  • Saving Goals & Returns
  • Budgeting & Cash Flow

What you get

Everything You Need

You get everything you need to create professional, detailed and compelling sales presentations.


Planning Tools

(6 modules)

Use these database-driven needs analysis modules to generate professional, 8-12 page PDF reports for archiving and printing.


Quick Calculators

(30+ modules)

Quickly answer client questions, resolve concerns, teach financial concepts with these one-page interactive sales presentations. Print or e-mail the reports.

Customize your PDF reports by changing any of the following report items:

  • Company Logo
  • Cover Page Images
  • Colors
  • Disclosures  (if needed, the entire final page can be disclosures)

Scenario Manager

Now you can run and save unlimited what-if scenarios for your clients and prospects. Show them how their retirement picture would look if they sold an asset or business, ignored future Social Security benefits, assumed a higher inflation rate or investment return, etc. without impacting the core input data.

NEW - Web Site Integration

Save hours of time for both you and your client/prospect by streamlining the fact-finding process. For the six comprehensive modules, you can simply copy and paste the fact-finder links provided in Planner Portal to easily add secure input forms to your existing web site. With these easy-to-use, expandable input forms your clients/prospects can now visit your site, input their information and click on the "Request Report" button when finished. This will automatically and securely add them into your database of clients and send you an email notification about the request. Then, you simply need to login to your account, review the data and assumptions and generate the report they requested. You can print and present the report face-to-face or email the analysis to them.


Cost Effective Web-based Needs Analysis and Presentation Tools

We license the PlannerPortal for a modest annual licensing fee. Included in the pricing is our entire growing catalog of:

  • AdvisorNeeds Analysis Tools
  • AdvisorConcepts Quick Calcs

You make one low annual payment of just $550 for all of our always increasing library of tools.

We are so confident that you will love this back-office product and continue to use it that we are currently offering PlannerPortal subscriptions with:

  • No Costly Set Up Fees
  • No Per Client Fees
  • No Per Plan Fees
  • No Long Term Contract

Hundreds of pages of professional presentation output and analysis, all for less than fifty dollars a month, conveniently billed as an annual fee to your credit card. You get everything for one low annual fee, and the PlannerPortal content is growing monthly.

Click here to Subscribe

Home offices

Consistent and Compliant Tools for your Reps

We offer significant pricing discounts to corporate home offices that desire to offer Planner Portal to their advisors. The Home Office version gives you the ability to add/edit/delete/activate/inactivate users and generate usage reports. Uneditable PDF reports help ensure that your reps are always in compliance and giving a consistent corporate message. Intuitive user interface along with easy-to-understand financial plans will minimize home office support calls. Add your logo and company colors to all financial plans to keep your company branding intact. We look forward to talking with you about this exciting new offering.