Asset Allocation Module
Help your client see and understand their net worth and risk profile based on their current position.
Compare current risk profile with proposed asset allocation to manage risk aversion.
Cash Flow & Taxation Module
The SIPS Cash Flow and Tax Module allows for concise presentation of information uncovered in the discovery process with client.You will itemize all sources of income, categorized by type, as well as documenting outflows for all expenses.
Structured Income Planning Module
SIPs give you the option of choosing to use our “Pre-built Structured Income Plans” or create a Custom Structured Income Plan.