AdvisorEdgeOS
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AdvisorEdgeOS

Give Your Advicean Edge

Better tools create better conversations. Better conversations uncover better opportunities.

One interconnected platform of specialized tools for retirement strategies, tax mitigation, product reallocation, charitable giving, probate considerations, and estate and legacy planning.

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$0T+
in U.S. IRA Assets to Plan Around
0M+
U.S. households with a Traditional IRA
$0K
Avg. Baby Boomer IRA Balance

One Platform. Multiple Planning Solutions

AdvisorEdgeOS turns a single client into multiple opportunities by bringing specialized planning tools together on one platform: analyze strategies, illustrate opportunities, and communicate recommendations clearly.

  • A Roth conversation can reveal estate planning issues.
  • An estate plan can uncover asset issues.
  • An asset review can uncover tax mitigation opportunities.
  • A charitable conversation can uncover retirement planning needs.

The AdvisorEdgeOS Suite

Five specialized tools that share one client, one record, and one conversation.

RothEdge

Turn Roth conversions into a visual, multi-year strategy.

Model conversions, taxes, account growth, tax brackets, IRMAA, and conversion timelines in a client-friendly format.

  1. RothEdge
  2. ProbateEdge
  3. ShiftEdge
  4. CharitableEdge
  5. TrustEdge

One Opportunity Leads to Another

AdvisorEdgeOS tools do not work in isolation. What you enter for one tool is already there for the next, because they share one client record.

A TrustEdge asset inventory can uncover an IRA for RothEdge, an existing annuity for ShiftEdge, charitable opportunities for CharitableEdge, or assets potentially exposed to probate for ProbateEdge.

The result: one client conversation can uncover multiple planning opportunities, connecting more of the client's financial life to your advice.

One plan, every tool, no tiers to compare.

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Built for Better Advisor Conversations

Identify opportunities faster. Illustrate complex strategies clearly. Manage your clients' financial strategies with precision and control.

By connecting different areas of a client's financial life, AdvisorEdgeOS delivers a more complete planning experience while uncovering opportunities that might otherwise be missed.

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