Investor Desktop

Planning suite

by Vortex

Language

Four ways into the planning conversation.

The original Investor Desktop opened with four simple choices: learn the concepts, calculate specific values, preview planning needs, or analyze a client profile. This version keeps that organization and removes the old browser-era friction.

Investor Desktop provides information and tools to examine retirement income, business continuation, survivor income, and estate preservation from a client-specific perspective.

Learn Calculate Preview Analyze

IDplanning suite

Learn Financial facts Fixed income, stocks, mutual funds, and life insurance concepts before the numbers start.

Fixed income Stocks Mutual funds Life insurance

Watch Calculate Cash flows and comparisons Use QuickCalcs for focused calculations in general finance, investments, and business continuation. Watch Preview Planning needs Explore retirement income, business continuation, survivor income, and estate preservation questions.

Retirement income Business continuation Income for survivors Estate preservation

Watch Analyze Financial Planning Analyzer Create profiles, save planning outputs, release work, and move into full needs analysis.

Watch Portfolio Planner Model portfolios, asset selection, detailed holdings, and charted allocation. Watch Advisor Sites Public advisor pages with branding, legal copy, privacy copy, and planning links. Our products Product pages for QuickCalcs, Insurance Desktop, Investor Desktop, and VortexSoft.

Product demo See the suite with your own planning workflow in mind.

For product questions or advisor-site capabilities, use the product pages to prepare a focused demo request.

Request a demo