Portfolio Style Drift Check with StyleCheck

Benefits, Features, Competitive Cost Analysis of WebCalcs® for Advisors

Here are the Main Benefits:

Avoid Lawsuits and Arbitrations:

Are you using "some calculator" you found on the internet? Is it accurate? Do you even know who created it and their background? In fact a number of attorneys are using this type of analysis to sue investment advisors or to force arbitration awards. If you do basic financial planning, you need to subscribe now and start using a reliable accurate source for your calculations.

Sell Against Your Competitors:

If you want to win business from other financial advisors, meet with potential clients offer to do a "free analysis" using any of the WebCalcs tools that we offer. This lets you "add value" right from the start and build rapport. It gives your potential clients a REASON to meet with you (other than "he's a nice guy").

Easy-to-Use:

You don't need some elaborate "training" to use these tools. Most of these are 5-10 inputs and click to create a report that is professional enough to give a client. ONE-CLICK PLANNING... now that's easy.

Save Time:

Are you tired of dealing with traditional software programs? Yes you have to be trained. Yes you have to download and install. Not once but everytime there is an "update". Are you sick of downloading "data updates"? With StyleDriftScorecard.com you don't have to do any of that. All you have to do is login and use it. No maintenance required! This will save you HOURS OF TIME every year.

Save Money / Lower Cost:

From our market research on the internet, you would have to buy several other programs to cover the same planning topics. Buy these programs. Buy support plans.

PLANNING TOPIC COMPANY* PRODUCT* COST*
Roth Conversion Brentmark Retirement Plan Analyzer $549 + $179 annually
Roth Conversion Imagisoft Roth IRA Conversion Calculator $600 annually
Roth Conversion SalesArt Roth Sales Arsenal $999
Stretch IRA Brentmark Retirement Plan Analyzer $549 + $179 annually
Stretch IRA Imagisoft Stretch IRA Calculator $300 annually
72t SEPP Brentmark Retirement Distributions Planner $249 + $79 annually
RMDs Brentmark Retirement Distributions Planner $249 + $79 annually
RMDs Imagisoft RMD Calculator $130 annually

DESKTOP TOOLS WOULD COST YOU: $798 up to $1030 annually (and still not cover all the areas WebCalcs covers)

* Information based on internet research conducted on Nov 17, 2010.

Remember if you choose the above route you will be constantly checking for and downloading updates, and trying to "get your bearings" inside the "newly updated" version. Good luck with that.

No Install Required:

This is not a Windows installed program. It is 100% web-based. All you need is a browser and internet access. This means you don't need a "tech guy" to install or maintain or update your program for you.

No Downloads Needed:

Many financial planning programs require you to download and install updates and data on a regular basis. Ours is all updated on the web server and no work on your part is required!

Always Up-to-Date:

We keep these calculations up-to-date for you. If the law changes or tax rates change or new tax table comes out, we update all of our tools with the new information. If you find any issues or problems, we will fix them...We basically keep all of the calculators up-to-date for you! Every time you login you KNOW you have the latest version!

Web-Based Software:

This is not a Windows installed program. It is 100% web-based. All you need is a browser and internet access. This means you don't need a "tech guy" to install or maintain or update your program for you. This is less hassle, less work, and less headache for you.

Used and Time-Tested by Fortune 500 Companies including:

AXA-Equitable, Pacific Life, JANUS Mutual Funds, Sentry Insurance, TIAA-CREF, Raymond James, and The Hartford.

Time-Tested Accuracy:

We invented web-based financial planning way back in 1994! We were the first company to create online planning tools for retirement, 401(k) plans, Social Security estimates, and more. These systems were all created originally for Fortune 500 companies that licensed the programs. Those companies have thousands of customers using these tools.

Reviewed by Numerous Financial Professionals:

These systems were all created originally for Fortune 500 companies that licensed the programs. Those companies have actuaries, attorneys, planners, and others that review our programs in depth before we ever release them into production. These WebCalcs have gone through extensive testing not only with our Fortune 500 client companies, but also the thousands of users that have used these systems since 1994..

 

 

 

 

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Main Benefits:

Easy-to-Use

Save Time

Save Money - Lower Cost

No Install Required

No Downloads Needed

No Major Training Needed

Always Up-to-Date

Web-Based Software

Used by Fortune 500 Companies

Time-tested Accuracy

Reviewed by Numerous Financial Pros