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Tour Tailwind - Actionable Insights at Your Fingertips
 

The end objective of client data collection is not information.  It's action.  It's understanding your client's unique circumstances and making clear, concise, effective recommendations as quickly as possible.  See for yourself how easy that can be. 

Consistent Throughout

• The location and format of all client data is consistent and readily accessible from any computer.
• MoneyTrax Planner Questionnaire (Step 6) integrated into Tailwind.
• Add as many records as necessary - Contacts, Properties, Assets, Liabilities, etc.  Not limited by the number of spaces on a page.
• Every previously submitted questionnaire is automatically archived and viewable.
• "Request" link at the top of every page.  Tell us what you wish Tailwind would do to make you more productive.

Client Contacts Screen

• All contacts, birthdates, email addresses, phone numbers, and addresses on one screen
• Add as many contacts as necessary
• All birthdates throughout Tailwind automatically calculate age to two decimal points for at-a-glance life insurance backdating calculations

Assets Screen

• Add as many assets or pieces of real estate as necessary.  You're never limited by the number of spaces on a page.
• Attach searchable notes to each asset.
• Tailwind immediately provides summary totals of current value, new money added monthly, and overall weighted-average rates of return.

Liabilities Screen

• Add as many liabilities as necessary.  You're never limited by the number of spaces on a page.
• Attach searchable notes to each asset.
• Tailwind immediately provides summary totals of current balances, minimum monthly debt service, extra payments, total monthly payments, and overall weighted average interest paid.

One Page Summary Report

• Designed to fit as much useful information as possible on one 8.5 x 11 sheet of paper (in most cases).
• Instantly summarizes the questionnaire data.
• Saves time by eliminating the need to do many standard calculations manually
• Consistent format.  The same relevant, useful information is in the same place for every case.

Are You Ready to Get Started?

Just click the Sign Up button to get started with all these benefits.