Investor Desktop
Financial planning software
Planning tools advisors can use with clients, prospects, and staff.
Investor Desktop brings together focused calculators, insurance needs analysis, portfolio planning, saved client profiles, and advisor websites in one clear product family.
Investor Desktop suite
A complete planning surface for institutions, advisors, and public engagement.
For life insurance carriers, large MGAs, and financial institutions, the suite brings client-facing tools, advisor workflows, public sites, and reporting into one coherent experience.
Built for distribution
Useful for enterprise channels and MGA networks.
The same suite can support a centralized financial institution, a branch network, or an MGA that needs consistent tools across independent advisors.
Capability map
What the suite covers today.
Why it helps
Built for useful planning conversations.
The suite is meant to make everyday advisory work easier: quick answers, clearer client reports, saved context, and a path from public interest to advisor follow-up.
Product demo
Start with a product demo.
Tell us which product you want to see, what kind of organization you represent, and whether you want to discuss a single tool or the full Investor Desktop suite.