You can optionally set up your client such that they can log in to their account and enter or edit data for you or with you.
Their site is much simplified and has no calculators.
They can view and compare the plans that you allow them to see.
Your letterhead will be shown on their site and in pdf or Word reports.
Just one input screen with basic information. It's limited and approximate, but quick and easy. We use it to get you started quickly (optional). You can use it at any time for anyone. Now available without registration
Our comprehensive and accurate calculator can handle any scenario.
Finds how much you can spend or give away to not run out of money and leave a legacy of your choosing.
Finds the smart approach to minimize taxes in retirement and maximize your legacy.
It can also find your optimal age to start CPP.
Can hold investments in any currency.
Advisor portfolios can easily be copied to client accounts.
We update daily values and distributions for over 60,000 North American securities. Data are provided by ©Fundata Canada Inc.
This includes all Canadian and US stocks and ETFs, and all Canadian Mutual and Segregated funds.
Your distributions are updated every day in a downloadable table.
For portfolios with fewer assets: our proprietary rebalancing tool allows for mixed-allocation funds and ETFs. It considers fees and expected returns.
For portfolios with larger number of assets: rebalance and optimize using Modern Portfolio Theory to maximize return and minimize volatility.
Rebalancing and optimization can be calculated over multiple accounts.
A context-dependent Help screen is available on every page.
Rapid email support.
Phone/video consultation available (subscription required).