Products
Increase client retention & consulting revenue
Profitcents
ProfitCents is a suite of online tools created to help financial advisors improve the financial performance of their business clients. Use ProfitCents’ proprietary industry benchmarks to show value to a prospective client, or use one of the narrative or projection reports in a consulting project.
Valuation Solution
Save time while performing valuations modeled after SSVS No. 1 standards, using a web-based software that follows the income, market, and asset approaches to generate an accurate value.