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CFP® Guided
Financial Reports
Case Central gives you a back-office team of CFP® professionals and case design specialists who prepare client-ready financial reports.
expert
Financial case
design made easy
Financial case design made easy
Our Case Central experts don’t just plug in the data you send them — they’re consultants, looking beyond the obvious to find new ways you can provide value to clients. You’ll save time and money while you give clients more insight into their financial picture.
Upload your client data
Upload your client’s data into the Case Central app.
Work with our analysts
Work with the Case Central team as they analyze the data, point out potential solutions and suggest new opportunities you may not have noticed.
Receive presentation-ready reports
Get one or more of the 10+ proprietary financial reports, consumer-facing and ready to present.
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Our essential reports
financial oveview
The foundation for every plan
This report summarizes the case details you provide, including assets, income sources, and client goals, into a single clear snapshot that serves as the baseline for many of the reports that follow.
COMRA
Smart decisions start with self-awareness
It explores how your clients feel about potential gains and losses and examines the predictability of their assets, giving them a clearer picture of their attitude toward risk in retirement.
Retirement Compass
One plan, every strategy
It brings multiple financial strategies together into a single plan of action, illustrating a lifetime income approach and the investment strategies your clients can use to pursue their goals.
Social Security Maximization
Timing can change everything
It analyzes possible filing strategies across multiple scenarios to help determine a solution for your clients, delivering a roadmap with dates and instructions designed to optimize Social Security income.
Portfolio Analysis Review
A closer look under the hood
The PAR process gives your clients a detailed breakdown and written analysis of their portfolio, including a Morningstar Snapshot, Stock Intersection, account inventory, and investment commentary, to clarify the risks and rewards of where they stand today.
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Case Central reports
Case Central offers more than a dozen proprietary reports, each built to turn raw client data into clear, consumer-facing insight. Choose the reports that fit the conversation, from big-picture overviews to focused looks at income, allocation and tax strategy.
Financial Overview
Turns the details you provide into one clear baseline that anchors every other report.
Color of Money
Reveals how clients really feel about risk, so recommendations match their comfort level.
Social Security Maximization
Pinpoints when and how to file so clients can capture more lifetime benefit.
Retirement Compass
Unites income and investment strategies into one clear plan your client can act on.
Portfolio Analysis
Shows clients exactly what they own and the risks hiding inside their portfolio.
Allocation Roadmap™
An interactive tool mapping current allocations and charting possible routes toward a client’s financial goals.
Morningstar Reports
Independent Morningstar research delivering unbiased facts and analysis on a client’s current investments.
Custom Annuity Policy Review
Examines a variable annuity’s rider fees and expenses, then suggests potential improvements.
Portfolio Pilot
Analyzes a portfolio’s risk-to-reward ratio and compares it to Gradient Investments solutions.
Rule of 100
Displays current allocation and risk, then offers a flexible, age-based starting point for conversation.
Income Aviator
Builds a retirement flight plan showing how to partition assets and help avoid outliving income.
Action Plan
Links current accounts to your proposal and tracks transfers as a reference in the client file.
Found Money Report™
Opens key tax conversations about Roth conversions, Social Security and more to deepen client relationships.