Financial Planning for different scenarios

Collaborative Financial planning tools

inStream offers advisors the ability to collaborate with clients when finding the ideal financial plan.

Plan comparison tool

The plan comparison tool allows the advisor to compare multiple plans on the screen. All of the variables are available for editing.

expected mortality date
projected retirement date
inflation assumption
portfolio allocation
expected returns
standard deviation
tax classification
marginal tax rate module
effective tax rate module
Compare side by side to show the effect that changing variables has on each plan. Take a closer look at "what if" scenarios.

plan comparison tool

Financial Plan Scenario Matrix

Create a matrix of 9 different financial plans at once while comparing two variables illustrating the impact of the changes.

Variables include: retirement date, mortality date, income, contributions, or goals.

Present the effect of retiring earlier or later, model different levels of spending, savings, or income to the client.

matrix aug 2015

These collaborative tools can be used during a webinar, in person on a desktop, or offsite through use of tablet.

To learn more:

inStream Scenario Matrix

To try inStream please register for a free trial:

inStream Trial

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About the Author: Chris Powers

Chris Powers

Director of Sales and Marketing inStream

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