Partners & Integrations

PlanFacts integrates with industry leading CRM, Quoting and Illustration tools.

CRM Integrations:

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

SmartOffice CRM for financial advisors is a flexible platform and a robust, industry-specific solution that delivers tangible business benefits.

Illustration Integrations:

WinFlex Multi-Carrier Insurance Software is a web and desktop software system that provides standard entry for multiple life insurance carriers.

Quoting Integrations:

Comparative quotes and illustrations for distributors and service providers to support their point of sale processes.

Professional Resources

The National Social Security Advisor (NSSA®) Certificate can increase your value as a professional advisor, and result in more clients and increased revenues.

View NSSA Certification Course Options

Advisor Controls provides resources, technologies and proven processes trusted by top producers. PlanFacts tools can be directly accessed from Advisor Controls financial planning tools.

Learn More about Advisor Controls