INCLUDED WITH ADVISOR WORKSTATION
Meeting Intelligence
Record meetings or upload audio. Organize client recaps, advisor notes, operations follow-up and action items. Review and approve notes, tasks and contact updates for KAT CRM.
See Meeting Intelligence features & benefits →Included at no additional module subscription charge. AI processing is configured; review generated outputs before use.
Financial advisor planning tools and CRM.
Your firm identity, presented your way.
One secure workspace for retirement, tax-opportunity, risk, fee, insurance, estate, annuity-allocation, annual-review, and relationship-management workflows.
Built for independent advisors, consultants, and insurance professionals.KAT Practice-Building AI Assistant — Included with Your Subscription
Ask KAT for practical, advisor-focused help with prospecting, marketing, referrals, client communication, platform workflows, and practice development. KAT AI is designed to help financial advisors and insurance professionals turn ideas, tools, and current developments into practical next steps.
Daily Practice Intelligence
Fresh economic, market and regional business intelligence — including layoffs, WARN notices, closings, expansions, hiring and new-business activity — translated into practical client conversations, outreach ideas and practice-building opportunities.
Prospecting & Growth
Develop new-client approaches, referral strategies, centers-of-influence outreach, seminar ideas, and consistent prospecting activities.
Marketing & Messaging
Strengthen your value proposition, prepare campaigns and client communications, and work through common objections and follow-up conversations.
Practice Development
Use KAT resources, training materials, and advisor-focused ideas to improve sales activity, relationship building, and day-to-day practice management.
Planner Collaboration
Get help using Fiduciary Planner collaboration workflows, including portfolio-manager and tax-professional review, status tracking, and client-ready preparation.
KAT Platform Help
Ask how to use Key Advisor Tools features, subscriber resources, reports, training materials, and available workflow tools.
Daily Practice Intelligence
Translate economic and business developments into practical, compliant client conversations, prospecting ideas, and marketing opportunities.
Ask a question. Get an idea. Take action.
Planning illustrations, client-ready output, and follow-up
Move from a planning question to a documented illustration and an organized follow-up workflow in one branded subscriber account.
Advisor Workstation
One secure operating center for the planning, analysis, reporting, KAT Business Review, collaboration, CRM, training, and practice-development tools included with the subscription.
Fiduciary Planner
Gather household and client data, document risk profile, select relevant planning modules, evaluate planning needs, collaborate with portfolio managers and tax professionals, and prepare client-ready reports.
Social Security Break-Even
Compare advisor-entered claiming ages, benefits, cumulative values, and estimated crossovers.
Retirement Income Gap
Illustrate the entered retirement income need, existing sources, and remaining shortfall.
Retirement Readiness
Run a Monte Carlo illustration against advisor-entered savings, return, volatility, and goal assumptions.
Roth Conversion Opportunity
Compare conversion and no-conversion scenarios using advisor-entered marginal tax rates.
RMD & Distribution Planner
Project required distributions using the included IRS Table III age factors.
Risk, Allocation & Fees
Compare risk alignment, current/proposed allocations, and investment cost assumptions.
TSP & Annuity Allocation
Discuss TSP-versus-product assumptions and where an annuity allocation may or may not fit.
Insurance & Estate Tools
Prepare a life-insurance needs illustration and beneficiary and estate-document checklist.
Annual Review Report
Create a structured, printable annual-review summary with the subscriber firm identity.
CRM Add-On
Manage subscriber-isolated contacts, households, prospects, tasks, activity, email merge, calendar, groups, and reports.
Firm Branding
Apply the subscriber logo, colors, contact information, and disclosure to supported Workstation and CRM output.
Practice Development
Build a value proposition, strengthen prospecting and referral activity, prepare for objections, and track measurable business-development activity.
Estate Planning Needs Analysis
Review estate planning gaps, beneficiaries, document status and liquidity, with an optional life insurance needs calculation and a polished client action plan.
You do not have to figure out the platform alone.
Step-by-step training videos are developed for each major part of Key Advisor Tools, including Ask KAT, Fiduciary Planner, KAT Business Review, CRM, reporting, collaboration, annuity tools, alternatives reporting, and compliance workflows as they are released. The Training Library is included with your subscription.
Training Library — Subscriber Login Required →Turn client information into an organized planning conversation.
Gather household and client data, document risk tolerance, select the planning modules that fit the engagement, evaluate retirement and Social Security strategies, identify insurance needs, coordinate portfolio-manager and tax-professional review, and prepare professional client-ready reports. Fiduciary Planner is included inside the Advisor Workstation.
See subscription options →Review the company, document the evidence, and organize the next actions.
Section A covers retirement-plan sponsor review and public Form 5500 matched peer comparisons. Optional Sections B–F cover business protection and insurance, succession and ownership, executive and key-employee planning, financial and tax coordination, and estate and ownership planning. Transparent section scores use advisor-entered information, reviewed evidence, and analysis; only sections included in the engagement contribute to the overall KAT Score. Prepare firm-branded reports and coordinate with the plan administrator, tax professional, and company management.
View Subscription OptionsMove from planning discovery to a professional client conversation.
Use the Fiduciary Planner for individual and household planning, and KAT Business Review for business owners and plan sponsors, with Section A retirement-plan sponsor review, public Form 5500 peer comparisons, optional Sections B–F, transparent section-level scoring, and firm-branded reports. Then support the conversation with branded, printable analyses covering retirement, Social Security, Roth conversion opportunities, RMDs, risk, fees, insurance, estate planning, annuity allocation, and ongoing reviews.
Introductory pricingKeep assumptions, output, and follow-up organized.
The platform is being developed around advisor-entered planning illustrations and organized client follow-up.
Assumptions
Enter and review scenario inputs before presenting any output.
Branded Report
Print or save the resulting illustration with firm identity and disclosures.
Follow-Up
A CRM workspace brings contacts, tasks, activities, appointments, and reports together.
Organize your practice in one workspace.
Prepare planning illustrations and firm-branded reports. The CRM will help firms organize contacts, households, activities, and follow-up for their own practice.
Build a stronger advisory practice.
Professional tools, secure access, and client-facing reports carrying your firm identity.
SEE THE WORKSTATION IN ACTION
Turn assumptions into a planning conversation
This actual Retirement Income Gap Analyzer example shows how KAT organizes projected assets, retirement income needs and potential funding gaps into a report for advisor review.
View the example assumptions
Age 55; retirement age 67; spending $8,000/month in today’s dollars; Social Security $3,500/month; pension $1,000/month; other guaranteed income $0; current assets $500,000; annual savings $20,000; assumed annual return 6%; inflation 2.5%; withdrawal rate 4%; life expectancy 90.
Educational illustration only. Outputs depend on the inputs and methodology and are not a forecast, guarantee, safe withdrawal assurance or individualized recommendation. Actual outcomes may differ materially. Returns, inflation, taxes, fees, longevity and other risks affect results. Advisors must review assumptions, calculations and suitability before using a report with a client.