Cascades is the retirement income planning tool that provides the greatest opportunity for wealth management firms to empower their advisors to grow AUM and increased market share.
This cloud-based solution enables advisors to quickly and accurately develop the most tax-efficient retirement income strategies possible for their clients. It summarizes competing decumulation strategies and reveals the income tax savings of each one. It also provides a clear breakdown of retirement income, key planning considerations, and long-term financial projections.
- Monthly Subscription
- Up to 300 households included
- White Labeled Reports