Quotient Advisor for Retirement Income Planning

Ditch the confusing "Probability of Outcomes" approach to retirement income planning. BucketsFP helps you easily create and visualize retirement plans your clients can understand using The Bucket Strategy® – building confidence and trust so they take action with you

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BUILD

Create customized retirement plans in minutes.

The Strategy Wizard guides you step-by-step to build customized plans with up to five buckets.
If you need more personalization, Advanced Mode allows you to showcase your expertise with up to 10 buckets.

“It’s fast and easy for me to fully personalize the strategy exactly the way I want it to look for my clients.”

Joe Accardi, RFC®, CWS®, AIF®
Financial Advisor

Visualize & Communicate

Personalize everything  with branded reports for each client.

Reinforce your brand’s authority with reports that you can customize the way you like:

  • Logo, contact information, compliance disclosures
  • Custom strategy names and taglines
  • Adjusted bucket titles

“I’ve invested a lot in building my personal and professional brand. BucketsFP helps me capitalize on my brand.”

Rick Plum, CFP®, AWMA®
Financial Advisor

Improve

Join our growing community of Bucketizers, financial advisors doing Buckets.

Don’t go it alone–participate in our regularly scheduled training from our experts and collaborate with advisors doing buckets just like you.

“I’ve learned a lot and won new business from the ideas shared by the community of advisors. It’s a game changer for my practice.”

Tina Wells Lee, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner

  • I’m dangerous in Excel, but even I get annoyed at remaking The Bucket Strategy® for every single client–especially if I need to change something. And there’s no great way to visualize the buckets other than just showing the tables (which often goes over their heads). Now with BucketsFP, I’m able to build and communicate The Bucket Strategy® in a way that clients immediately get. Their trust level in me has gone through the roof!”

    Mark Gillelen​
    Financial Advisor

  • I’m dangerous in Excel, but even I get annoyed at remaking The Bucket Strategy® for every single client–especially if I need to change something. And there’s no great way to visualize the buckets other than just showing the tables (which often goes over their heads). Now with BucketsFP, I’m able to build and communicate The Bucket Strategy® in a way that clients immediately get. Their trust level in me has gone through the roof!”

    Mark Gillelen​
    Financial Advisor

  • I’m dangerous in Excel, but even I get annoyed at remaking The Bucket Strategy® for every single client–especially if I need to change something. And there’s no great way to visualize the buckets other than just showing the tables (which often goes over their heads). Now with BucketsFP, I’m able to build and communicate The Bucket Strategy® in a way that clients immediately get. Their trust level in me has gone through the roof!”

    Mark Gillelen​
    Financial Advisor

Advisors using Quotient Advisor are seeing tangible results.

50%

increase in Assets Under Management

33%

increase in Assets Under Administration

Win more clients with Quotient Advisor

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