Discover what adding assets
under management with Flexible Plan
could mean to your income.
Manage and evaluate your clients’ accounts
all in one place, including their suitability profiles, invested assets, and portfolio performance.
Find out if an investment portfolio
is diversified or too
concentrated in one area.
Determine a portfolio’s “risk bonus score,”
which evaluates how the portfolio’s diversification
(or lack of it) may help lower risk and increase reward.
To learn about all of the ways our new tools can help you grow and manage your business, register for the webinar today!
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.