Unlike other conceptual, case-based planning tools that Advisor Controls has created in the past, the Advanced Planning platform is ‘Client Based’ — which means that all current and proposed scenarios will be managed from a single Client file. To create a new plan, you will first need to ‘Create a New Client’ by clicking the ‘Clients’ tab on the left-hand side of your screen, and then clicking the ‘Create New Client’ button on the top of your screen.

After completing a few basic inputs and clicking “Create Client”, you’ll be directed to the ‘Manage Client’ interface where you can continue building out your client’s portfolio.