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eAdvisor.app Financial Planning Software

Written by Customer Service on . Posted in Public Companies.

-eAdvisor.app is offering financial planning services to financial advisors.
-Social Security planning, and Canada Pension Plan planning.
-Planning for multiple tax strategies and spending strategies to help client’s money last and make leaving a legacy possible.
-Planner focuses on clearly showing clients the effects of multiple scenarios and possibilities that could affect their financial state.

eAdvisor.app is a Financial Planning Software, focused on providing advisors with the ability to quickly and easily show clients a multitude of scenarios on simulated (Monte Carlo) and real historical data. Tax Strategies and Spending Rules area also available to show clients the effects of how, when, and from where they withdraw their money. Tax Strategies allow clients to see the effects of withdrawing from taxable vs. non-taxable accounts, and how Roth Conversions can impact their portfolio. Spending Rules provide clients with guidance on how to reduce spending during bad market conditions to avoid financial ruin, and immediately show the effects of different spending decisions they make.

Showing clients scenarios like adjusting the age they take social security, investment allocation choices, market conditions such as the Great Depression or increased inflation, and changing the age at which a client chooses to retire are simple and can be demonstrated live with a client.

Our software utilizes the latest in web technologies to bring simple client on-boarding, and live client and advisor interactions whether you are in the same room or 1000 miles apart, all without special software or settings. Additional tools allow advisors to bring widgets and contact forms to their website or share them via email or social media.

eAdvisor.app was started with the goal of helping people retire and retire not worrying about the ups and downs of markets. Our tagline is: For Advisors Passionate about Protecting Their Client’s Futures. eAdvisor.app (Advisor Software Solutions LLC) was founded Q4 2019 and made available to the public in Q4 2020.
For more information, visit: https://eadvisor.app/press

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