Create Better Plans. Win More Clients.
Discover why SIPS, powered by PlanScout, is the financial planning tool top advisors trust to outpace the competition.
SIPS is the number one reason I acquire and retain clients with an 80% win-rate.
Why Do Top Advisors Use SIPS?
Maximize Client Value
- SIPS plans deliver 50% more after-tax income and triple inheritances compared to other tools.
- Model any assets, incomes, expenses, and taxes—no “one-size-fits-all” wizards.
Simplify Client Education
- The One-Page Financial Plan makes it easy for clients to understand their goals.
- Best-in-class tools for illustrating insurance and annuities.
- Actual Values make annual reviews quick and impactful.
Discover why SIPS, powered by PlanScout, is the financial planning tool top advisors trust to outpace the competition.
Integrated Tax Planning
- Automatically calculate taxes for every year of the plan.
- Model ROTH conversions and tax-free strategies.
- Show the value of planning with metrics like after-tax income and inheritance.
Introducing the New SIPS Advanced
CEO Raygar Khailany shares OUR Mission
Better Plans
Use the automatic tax calculation in SIPS Advanced to instantly identify and quantify tax saving opportunities for our clients.
Create Plans Faster
Use SIPS Advanced to effortlessly model taxes each year of the plan. No need to pivot between screens our go outside of SIPS. Enable Dynamic Mode to quickly iterate on any aspect of a plan.
Easier Client Reviews
Actual Value Entry makes regular client reviews a breeze.
Discover our new features
Faster. Easier. Better. Plan Creation
See how powerful and easy the new features in SIPS Advanced are to use.
Automatic Tax-Rate Calculation
Use the power of SIPS Advanced to automatically calculate taxes for every year in your SIPS plan.
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Discover the best tax strategies – ROTH conversions, IULs, intelligent withdrawal sequencing and more – with the click of a button.
Model complex tax scenarios
Go deep when you need to. SIPS Advanced allows you to customize dividends, capital gains, and embedded capital gains for each year of the plan.
Need to model taxable events not in the SIPS plan? No problem, SIPS Advanced also allows you to model taxable events like business incomes, tax credits, and tax deductions not shown in the SIPS income plan.
Actual Value Entry
Streamline your client reviews with SIPS Advanced. Use Actual Value Entry to update the year-end values of your accounts and see the impact on the rest of the plan.
Dynamic Mode
Save time solving for future years when building and updating your Income Plans. Dynamic mode allows you to instantly update any value on the page and see the cascading impact to the rest of the plan.
What advisors are saying about SIPS Advanced
With the automatic tax calculation in SIPS Advanced, it’s so easy now to find opportunities to save clients taxes. When I do a before-after comparison on the total taxes paid for my clients, it helps me illustrate the value my plans provide in terms clients can measure.
Actual Value Entry is just what I needed to help with my annual client reviews. Showing the same plan we reviewed in our last meeting with just the actual values updated makes it really easy for my clients to recall our previous conversations and look at an updated plan.
Get SIPS now and join the future of financial planning
SIPS Essential
Starting at $149/month
$149
- Ideal for smaller advisors or those venturing into planning services.
SIPS Advanced
Starting at $285/month
$285
- Perfect for most advisors, offering comprehensive planning capabilities.
SIPS Enterprise
Contact us for pricing
Contact us for pricing
- Tailored for our largest clients, featuring advanced system integration, workflow customization, and white-labeled reporting options.