FAQ
FAQ
Q: What makes inTELOSfp software so unique?
inTELOSfp was created by a 20-year veteran of the financial planning industry. It features simple on-boarding your clients can do themselves, automated calculations, and an easy to read plan summary your clients will understand.
Q: Do I need special training to use inTELOSfp?
No! It was designed to be easy right from the start. We think it's the most intuitive financial planning software on the market today. However, once your free trial has begun, we will reach out to schedule training as needed.
Q: Can inTELOSfp help me create a full CFP® compliant plan?
Yes, inTELOSfp has all you need to create a full plan for a client in about 20 minutes!
Q: Do you offer a free trial?
Yes, we offer a 30 day free trial
Q: Can I cancel my account anytime?
Yes.
Q: Does inTELOSfp integrate with other financial software?
inTELOSfp will soon work with Redtail and Salesforce. We will be adding more in the future.
Q: Does inTELOSfp work on all internet browers?
Yes, however we recommend Chrome for the best user experience.