PlanScout acquires financial planning software SIPS RPS and launches outsourced planning service for independent financial advisors

SEATTLE, Sept. 5, 2023 /PRNewswire/ — PlanScout, a startup started by fintech and business enterprise transformation veterans Raygar Khailany and John Murray, obtained the SIPS Retirement Planning Technique (SIPS RPS) as component of its tactic to present outsourced money scheduling products and services to economical advisors.

SIPS RPS has been used by hundreds of advisors to generate tens of 1000’s of thorough money designs about the past 13 many years. “Many situations, advisors have questioned me to build plans for them utilizing my personal expertise with optimization procedures and now PlanScout helps make the electric power of SIPS accessible to any advisor,” states James Gallagher, SIPS RPS founder and advisor to PlanScout. PlanScout’s planning processes and consumer shows are designed on prime of their now proprietary setting up software, SIPS RPS.

PlanScout will help advisors mature additional rapidly by fast building and providing excellent client strategies for advisors. “I’ve invested my job creating and reworking organizations that help economic advisors outsource components of their apply so that they can devote a lot more time with their customers,” says Raygar Khailany, PlanScout CEO and Co-Founder. PlanScout’s singular emphasis on arranging will help advisors be successful in a person of the very first “times of truth” in between an advisor and a consumer prospect. “PlanScout produces higher-excellent strategies accompanied by stunning customer displays that make the planning process turnkey for advisors in a fraction of the time it takes to craft the approach them selves,” says Raygar.

SIPS RPS will keep on being available as a do-it-your self financial preparing tool for advisors and will consist of alternatives to choose edge of PlanScout outsourced approach development. “We are now challenging at get the job done on the roadmap to expand the depth and breadth of features in the SIPS software and solution effectiveness. SIPS has extensive interactions with advisor places of work getting ready above 1,000 designs for every 12 months and we will be functioning to help them be far more successful with bigger integration to exercise management resources and new characteristics to support advisors find tax savings and clearly illustrate the influence of comprehensive budgeting and arranging” suggests John Murray, PlanScout Board-Chair and Co-Founder.

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About PlanScout
PlanScout delivers money arranging services to licensed economic advisors through a self-assistance fintech money scheduling software www.sipsplanning.com and outsourced financial setting up products and services www.planscout.com.

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