Easily model account data with key client information. Run simulations. Analyze risks. Assess probabilities of success.
Make smart product recommendations and create custom proposals to position a client’s wealth for success.
What if technology could help you simplify product selection and improve decision-making at each stage of the investment planning process?
Horizon Dashboard, our goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients.
Track your strategy’s performance, including the composition of underlying holdings. Calculate and visualize its value over time.
Want to drive the adoption of planning-focused representatives? Explore the possibilities and learn more about our partner revenue model.