Quicker Long-Term Planning Tool Introduced
Advisor Software Inc., Lafayette, Calif., has created new long-term financial planning software program that analyzes an investor's multiyear investment strategies using complete household information such as tiered household goals and human capital, as well as investment accounts and real estate holdings.
The application takes into account uncertain economic environments over a number of decades and is designed to allow advisors to generate investment recommendations more quickly than they have in the past.