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.
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.
Yes, inTELOSfp has all you need to create a full plan for a client in about 20 minutes!
Yes, we offer a 30 day free trial
inTELOSfp will soon work with Redtail and Salesforce. We will be adding more in the future.
Yes, however we recommend Chrome for the best user experience.