Financial Planning

Help your clients realize their dreams for a better future with the right financial planning tools. Questar Capital offers you a variety of financial planning software programs that let you create simple-to-understand and easy-to-follow plans.

Questar Capital helps you set a course for success. These easy-to-follow plans include charts, graphs calculators and scenarios for your clients to use as planning templates.

Choose from the following approved financial planning software:

  • MoneyGuideProTM
  • eMoney

With Questar Capital, the future is in your hands.

Financial planning software is only available only to IARs affiliated with Questar Asset Management. Prior written approval from Questar Asset Management's chief compliance officer is required before conducting any financial plans.