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Key Features
Investment Policy Statement PDF Word Word Word
Multiple Portfolios check check check
Morningstar Data Integration check check
Product Selection check check
Modular Goal Based Planning Average Tax Full Tax Full Tax Full Tax
Retirement Planning using Cash Flow Based
Multi Life Goals
check
Progress Review check check
Estate Planning check
Business Features check
Help Desk: Phone, Email, or LIVE CHAT check check check
Learning Circle: online training sessions check check check
Virtual Training Program check check check
Optional Components
FinaMetrica 12 – $25 CAD/Month check check check
FinaMetrica 25 – $50 CAD/Month check check check
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