Supported by a relational database containing client goals, tax and cash flow items, assets, liabilities, and insurance, Solution 360° provides the holistic perspective you need to advise clients on retirement planning, education funding, and estate planning. Solution 360° enables you to:
- Create planning scenarios based on cash flow and client goals
- Review financial goals and portfolio performance seamlessly
- Calculate multi-year net worth, cash flow, and tax projections
- Control risk by setting alert conditions and alarm thresholds
- Create, maintain and archive unlimited planning strategies
Sample Financial Planning Reports
Solution 360° offers more than 85 financial planning reports. Here are a few examples:
Sample Financial Plan
Solution 360° Financial Planning or contact: sales@iassoftware.com.
