All of our Enterprise Programs feature:
Our programs can be downloaded from Web sites to the end user's computer or
distributed on disk or CD. Web versions are also available. This flexibility permits
the widest number of salespeople to obtain, use and update your programs in the
manner they prefer.
- Unlimited distribution rights at no extra cost, so you can cost-effectively
distribute your sales tools as widely as possible.
- Customized graphics that feature your company's name and logo and present
the on-screen "look" you desire.
- All reports and graphs include disclaimers written or approved by your
- Calculations fully customized to exactly match your in-house calculations. No
need to settle for "approximate" performance illustrations.
- Full control over the range of inflation and growth rates permitted in
illustrations utilizing these parameters.
- User-friendly, industry standard, installation programs and complete Help files.
Mutual Fund companies use this program to illustrate the performance
of their funds in multiple ways, and to demonstrate how their funds may be used to
accomplish client goals.
There are two versions of this program: Domestic US and International.
The Domestic US version uses
American English for all input and output and US dollars for currency.
The International version may be
customized to any language and normally utilizes at least two currencies - the basis
currency (in which the fund is denominated) and a local currency. For countries in
the euro region of the EU, the euro is included in addition to the local legacy
Companies that sponsor and/or distribute Variable Annuities use this
program to illustrate in various ways the performance of their investment options,
and to demonstrate how their variable annuities may be used to accomplish client
This program includes a Questionnaire to evaluate the client's risk tolerance, a
review of the client's current portfolio and a suggested portfolio based on the
client's risk tolerance and investment time horizon. This program is usually
distributed with MF/ILLUSTRATOR or VA/ILLUSTRATOR as a
complementary selling and presentation tool, but can be used on a stand-alone
Bulk Purchase of "Financial Playbook"
Normally sold directly to Financial Planners, Brokers, Insurance
Agents and other Financial Services professionals, this program may be purchased
in bulk for distribution to your sales force. There are several opportunities for
"branding" the program with your corporate identity.
|Financial Playbook enables the user to quickly quantify
clients' goals, and design and illustrate in fully customized reports and graphs the
necessary saving strategies for reaching those goals. This motivates clients to
start investing and continue investing. The ability to save
scenarios permits easy tracking of client progress and development of modifications to the
strategy as necessary, which promotes and encourages further client