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Create a Better Roadmap for Your Clients With LiveForecast™
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Create a Better Roadmap for Your Clients With LiveForecast™

A financial forecast serves as a roadmap in your client advisory relationship. A strong forecast is built by analyzing past results, considering current trends, and outlining a path forward to meet the goals of the business.  But even the strongest forecast won’t always be 100% accurate. Unexpected costs, external market factors, and unforeseen challenges can […]

New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More
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New in LivePlan: QuickBooks Desktop, Dashboard Statements, and More

Over the last few months, we’ve released a variety of new features and improvements for LivePlan, many of which are specifically developed for LivePlan Strategic Advisors. Our continued goal is to improve the overall experience for you and your clients—allowing you to serve more clients, build better forecasts, and generate strategic and thoughtful reports.

LivePlan Feature Update: Print Your Pitch to PDF
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LivePlan Feature Update: Print Your Pitch to PDF

The LivePlan Pitch has always been a great way to create a quick overview of your business. As an alternative to the Business Model Canvas, the LivePlan Pitch helps you summarize your business opportunity, target market, competition, and business model—quickly and easily.