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Develop, present and support your investment recommendations

While trends in investing may change, the need to find, recommend and present investment ideas to your clients remains fundamental.
We’ve developed the solutions to convey complex financial recommendations in a clear, concise way that your retail clients can understand and act on.

Take the uncertainty out of your clients financial future

Thomson Advisor Direct's Financial Planning module makes it simple for you to develop a plan that helps achieve the financial goals of your clients. It incorporates cutting-edge Monte Carlo probability analysis, traditional fixed rate analysis and life events planning capabilities designed to guide you through the on-going process of assessing, analyzing and maintaining the health of your clients’ financial future. This array of modeling tools is geared to give you choices to best demonstrate and sell your recommendations.