In-Depth, Comprehensive Review and Analysis

Designed with all clients in mind, Financial Strategies provides advisers with a comprehensive financial analysis planning tool. As a critical part of the financial sales process, Financial Strategies provides in-depth analysis and persuasive presentations as advisers collect and analyse client data, motivate clients to action, and monitor their progress. Financial Strategies is the complete solution for advisers concerned with comprehensive review and analysis, and covers areas ranging from comprehensive retirement planning to investment portfolio analysis. Each analysis is explained in an educational, product-neutral manner.

The PlanLab® Platform

Financial Strategies, along with Retirement Road Map and Life Goals, give advisers the tools they need to address all client needs. In addition, Business Rules and the PlanLab Office System can be added to the PlanLab platform to improve sales and enhance collaboration across the enterprise.

One Solution for All Markets


Analyse Comprehensive Financial Concerns

  • Lifetime Cashflow Analysis
  • Retirement Planning
  • Investment Analysis and Asset Allocation
  • Survivor Needs
  • Education Needs
  • Disability
  • Debt Management
  • Emergency Funds
  • Long-Term Care
  • Accumulation Planning
  • Future Net Worth

Communicating Comprehensive Financial Topics

All needs are analysed using a common calculation engine and tied together using a powerful client presentation and executive summary. Supporting ledgers and graphs provide advisers with the analytic details they need to make the sale to the client and the client's advisers.

Financial Strategies Screenshot

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  • Connection to the internet
Per Month


This product sits on the Web-based PlanLab platform. The complete functionality of PlanLab comes in an easy-to-use, web-based package that requires little or no training to get started. Intuitive features in PlanLab make it easy to collect and analyze client data, motivate clients to action, and monitor their progress.

For more information or to arrange for a demonstration, please email or call 01743 248515.

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