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

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

Retirement income Business continuation Income for survivors Estate preservation

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

Portfolio Planner Model portfolios, asset selection, detailed holdings, and charted allocation. 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.

Demo and implementation See the suite with your own planning workflow in mind.

For product questions, advisor-site setup, or migration planning, use the product pages to prepare a demo request and outline the rollout path.

Request a demo