Discover just how easy and fast financial planning can be

Make the most of your financial planning business with inTELOSfp. With it, you’ll save time, convert more prospects and bring on more assets than ever before. Plus, you’ll receive more referrals from satisfied clients.

Choose Your Plan


$199/per advisor


$2149/per advisor (10% off)

inTELOSfp is the software the every financial planner and advisor will enjoy using. It includes:

Tax Planning

Risk Planning

RMD Calculator

Legacy Planning

Sequence of Returns

Social Security Planning

Retirement Income

Estate Accumulator

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