Features - Structured Income Planning System (SIPS)

SIPS Income Planning Software features all you need to build cases and win clients.

No more Excel spreadsheets or patchwork solutions. With SIPS you have one tool that helps you move your clients along a clear path.

Create a comprehensive one-page plan with all the details so you can easily and confidently answer even the toughest questions and close more cases.

The three SIPS Software planning modules are engineered to help you:

Connect with your client by building a comprehensive plan that aligns with their goals.

Gain their confidence with a detailed illustration of their financial outlook.

Close by earning their trust and eliminating confusion about their financial future.

Asset Allocation Module

Use Pre-built Structured Income Plans or your own Custom Structured Income Plans
Build a Comprehensive Income Plan in one page
Add all accounts, income sources, and target income
Project an extended planning horizon and view the What Ifs
Easily add Income Rider Annuities*
Create easy-to-understand graphic reports