With case design accounted for, you can go above and beyond for every client.
Get hours back into your week to build the business you’ve always imagined.
Give a more professional presentations every time with a full suite of reports.
Case Central’s team is staffed by Certified Financial Planner™ (CFP) professionals who boast real industry experience and provide informed solutions for you and your clients.
The team is always prepared to find the right products for your clients, seek important tax solutions and design client presentations.
By helping take case design off your plate, Case Central enables you to spend more time building relationships with your clients and providing value in ways you previously didn’t think were possible.
How much time do you spend putting together recommendations and plans for your clients? The Case Central team reviews your client’s fact finder, account statements, tax returns, and other important documentation and then builds a presentation to support your strategy process.
The end result is more time for you and a better solution for your client. How you choose to spend that time is entirely up to you, but one thing is for certain: You’ll be glad you have it.
Don’t just tell your clients, show them! Case Central delivers more than 20 unique and proprietary software reports to help you bring your recommendation to life.
Reports you may receive back depending on your registration include income planning, portfolio analysis, tax planning and preparation, second-opinion tax review, asset allocation and more. Whatever reports you run, they’ll come ready to present and will make your office look good.
This site is for Financial Services Professionals only and is not intended for the general public. Case Central does not provide financial advice or recommendations regarding any financial or insurance products. Financial Services Professionals are solely responsible for financial or insurance recommendations that are provided to clients. Financial Services Professionals are solely responsible for ensuring they maintain they necessary licensure to provide recommendations to clients. Case Central does not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.
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