- Extensive capabilities to increase your productivity and accuracy
- Data entry needed only once to reflect an item or information
- Versatile tool to analyze what-if scenarios for financial alternatives
- Dynamic integration to analyze the full effects of a data change
- Automatically generates planning scenarios for retirement, death & disability
- Estate reports reflect both scenarios when either spouse predeceases the other
- Tax computations and accounting rules are automatically applied
- Automatic Cash Management simulation, Retirement and Capital Needs Analysis
- Tremendous range of built-in information and computations
- Federal taxes are built-in and regularly updated
- Many State and Local taxes are built-in with new ones being added
- Variety of reports and supporting schedules
- Life insurance analysis for both client and spouse
- Disability needs analysis for both client and spouse
- much more...