ROL
Plan beyond the numbers, maximize Return on Life.
"ROL (Return on Life) is a financial planning software designed to help advisors quantify and visualize the non-financial aspects of their clients' lives alongside traditional financial goals. It enables RIAs to create more personalized and holistic plans that resonate with clients, leading to stronger relationships and improved client retention."
Strategic Capability Analysis
Agentic Intelligence Briefing
"ROL empowers RIAs to deliver personalized financial plans that align with clients' values and life goals, fostering stronger client relationships and improved outcomes."
Stack Compatibility Profile
How ROL integrates into institutional RIA stacks.
Alternative Peer Landscapes
Avante
Healthcare and Medicare planning, simplified.
Bloomberg Tax (BNA)
Expert tax planning and compliance solutions for RIAs.
Capitaliz
Accurate business valuation for informed financial planning.
Carefull
Protecting client finances and family peace of mind.
CFS
Expert education planning solutions for financial advisors.
Covet
Empowering RIAs to deliver exceptional legacy planning.