Enhance your relationship with clients through interactive and intuitive financial planning tools

The MCS platform includes advanced online financial planning tools to engage clients and prospects. All these tools are included as part of our turn-key MCS platform, at no additional vendor/provider charge:

  • Risk Questionnaire:  Pre-built and easily customizable for the advisory firm.
  • Financial Goals:  A planning tool that lets you develop a detailed plan by specifying retirement age, assets, contributions, distributions, taxes, etc.
  • Proposals:  Compare portfolios side-by-side; generate and email client proposals.
  • Presentation:  A deck of intuitive slides can be generated for any portfolio with a click of a button. Now, preparing to that prospect meeting will be a breeze!
  • Newsletter:  Use our original research reports to showcase your expertise in a newsletter.

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