PlanFacts is an innovative, integrated, suite of products.
Use each product individually or use them together to link concepts. PlanFacts tools are a great way to introduce concepts and as a bridge to your comprehensive, analytical planning platform. However you choose to use them, your clients are sure to remain interested and engaged throughout the entire presentation.
PlanFacts performs millions of calculations behind the scenes, and uses intensely researched visual design to present complex financial concepts with an elegant simplicity. Whether presented in seminars, on your iPad at a coffee shop, in your office, or a quick pull up on your phone—you can access these concepts immediately when you need them.