• Features
    • Asset Allocation and Risk Management
    • Cash Flow and Taxes
    • Structured Income Planning
  • Tutorials
    • SIPS RPS Tutorials
    • Knowledge Center
  • Purchase
  • Free Trial
Structured Income Planning System (SIPS)Structured Income Planning System (SIPS)
  • Features
    • Asset Allocation and Risk Management
    • Cash Flow and Taxes
    • Structured Income Planning
  • Tutorials
    • SIPS RPS Tutorials
    • Knowledge Center
  • Purchase
  • Free Trial

Tutorial Main Menu

Home Tutorial Main Menu

DISCOVERY

Client Information Tutorial
Goals and Objectives Tutorial

PLANNING MODULES

Asset Allocation and Net Worth Tutorial
Cash Flow and Tax Advisor Tutorial
Structured Income Planning Tutorial

PRESENTATION

Graphs Tutorial
Recommendations Tutorial
Print Reports Tutorial

CASE BUILDING TOOLS

Replicate Discovery Data as a Planning Scenario Tutorial

FILE OPTIONS

Open New Case File Tutorial
Advisor Notes Tutorial
View Disclosure Tutorial

Let's get in touch

Send us an email and we'll get back to you, as soon as possible.

Send Message
Give SIPS a spin! Download our free trial today. Start Your Free Trial
SIPS-Logo

Dedicated to helping advisors in the financial planning community

Get Started

Take a Tour
Free Trial
Purchase

Our Software

Features
Tutorials
Help Center

Contact Us

  • SIPS Software
  • 1-888-449-6917

© 2023 · Stuart Software Solutions | All rights reserved.