Stand-alone or Integrated

Intelligent Decision Tools™ can operate independently of your existing technology or be fully integrated. In addition, each of the Intelligent Decision Tools™ can be easily added to your website or intranet as a stand-alone tool, requiring no user login or storage of data and minimizing the time and resources required to implement the software.

Intelligent Decision Tools

IDT is available in four customized editions:

Enterprise Edition

  • Enterprise Edition facilitates the financial advisor led sales model common among brokerage firms, broker dealers, wirehouses, custodial & clearing firms, insurance companies, mutual fund firms, RIAs, financial websites, banks, and accounting firms. This configuration allows the institution to have program management controls over the system.
  • Provides API integrations with CRM, clearing/custodial platforms, and traditional financial planning software.
  • Drives advisor adoption through simplicity of use, elegantly mirroring the way advisors and clients wish to engage in the planning process, and delivering a transformational client experience that builds confidence in the advisor and the firm.

Professional Edition

  • Designed for individual financial advisors, insurance agents, CPAs and accountants as well as small to midsize financial firms and insurance agencies.
  • Flexibility to either operate as a stand-alone software solution or with planned integrations with CRM, financial planning software and clearing/custodial platforms.

Workplace Financial Wellness Edition

  • Strengthens financial wellness programs offered by 401(k) providers, HR firms and financial wellness administrators with custom content and service options.
  • Promotes greater workplace productivity among employees who are less stressed about their finances.

Website Edition

  • White-labeled for financial institutions’ and their advisors’ websites to enhance the online experience for prospects as well as clients.
  • For those firms that also have a direct-to-consumer business model:
    • Customizable to each institution’s specifications to support online implementation of investment, lending, bank and insurance products.
    • Empowers individuals and families to access the highest-quality expert personalized holistic goals-based advice regardless of economic status.
    • Offers an affordable planning resource for an estimated 100 million households that don’t work with an advisor.

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