Financial Services Association Adds New Member Benefit – Advisor Controls

Financial Services Association Adds New Member Benefit – Advisor Controls

In just minutes consultants can input data and walk their client through the retirement planning process using their Retirement Plan Simulator, engaging clients in every step of the way through setting retirement goals, presenting portfolio strengths, reviewing proposals, and running simulations.

Many of today’s tools are inefficient, failing to provide simple navigation, robust graphics and the evidence required to meet fiduciary standards. RPS addresses all of these issues while simultaneously enhancing a client’s understanding of various products and the rationale for using them. It creates a unique format for transparently managing risk for consultants and supervisory firms.

The Simulator uses innovative […]

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