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Power Financial Wellness For Your Clients

A cost effective solution for liability planning.

Monthly Plan

$89/Advisor

billed annually

  • Scale additional licenses for your firm
  • Simple Platform Integration
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  • Unlimited clients and loan simulations
  • Compatible with National Student Loan Data System
  • Compare with income level, household size, and tax status for personalized Scenarios
  • Conforms to all Federal IDR Plans
  • Additional tools for credit card debt, private debt, and more

Details

Includes

Number of clients on platform

Unlimited

NSLDS Uploads

Unlimited

Comparisons

Up to 3

Federal Student Loan Scenarios

Unlimited

Credit Card Debt Scenarios

Unlimited

Private Loans Debt Scenarios

Unlimited

Client Reporting

Unlimited

Additional Advisors

$89/advisor per month, billed annually