OnPlan in Action

	OnPlan's patent-pending  6 step process provides numerous benefits to individual investors and financial providers.
Steps 1-2, Steps 3-4, Steps 5-6
Plan OnPlan's Interactive Guidance process enables your customer to: Picture a potential shortfall in savings. Clarify long-term financial goals, both pre- and post retirement. Determine a personalized risk profile. Calculate need for higher / lower contribution levels. Set an optimized asset mix.   Act OnPlan provides your customers with the tools to: Evaluate current asset allocation against optimized mix. Select appropriate mutual funds based on personal investment preferences. Execute mutual fund trades via your online system. Fine-tune and rebalance portfolios on an ongoing basis.
Steps 1-2, Steps 3-4, Steps 5-6

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