Client Benefit Summary

Are you aware of all the benefits and tools that you have access to with your subscription? We've created a summary of all of the resources available to our Simple, eRebel, Silver, and Gold rebel clients.

Financial Planning

rFPW

As a rebel Financial client, you have access to our rebel Financial Personal Website (rFPW). rFPW is an advanced system that allows you to view all of your accounts with us and other financial institutions, track spending, build budgets, create and interact with your financial plan, monitor progress towards your financial goals, securely store financial documents, and receive on-going customer support.

SS Analyzer

SS Analyzer

SS Analyzer's software adds significant value to the advice we provide to our eRebel, Silver rebel, and Gold rebel clients. Its technology gives us the ability to generate custom reports and proposals for clients and present graphics to help them understand and compare claiming strategies. SS Analyzer also provides next-level tools to help you maximize your social security and retirement investment portfolio. 

emoney logo

eMoney

eMoney is a financial planning platform designed to help firms like us meet the needs of our clients. eMoney had developed integrated solutions to help rebel Financial increase assets under management, identify product opportunities, and win our client's confidence and loyalty.

Investment Management

tools and technology

Riskalyze is a risk analysis software that helps us assess clients' risk tolerance and use it to analyze their current portfolios. It makes it easy for us to provide advice on how to update your current investment strategy in order to achieve better outcomes when it comes to changes in the market. Riskalyze also helps us map out how your risk preference will compare to your retirement goals. 

eRebel, Silver rebel, and Gold rebel clients receive access to their Riskalyze profile. 

Morningstar Office is one of the top providers of third-party investment and market research. We've integrated it with our account management of our direct custodians, TD Ameritrade, Schwab, Fidelity, and TIAA CREF, so that we can monitor clients' accounts more simply and effectively. Because of its research and capabilities, Morningstar Office allows us to provide detailed custom reports to clients to oversee their investment performance.

iRebal

iRebal for TD Ameritrade

iRebal is a state-of-the art, rule based rebalancing application developed by TD Ameritrade. This allows us to automatically consider complex permutations of managing your account(s).

Hidden Levers

Hidden Levers allows us to create custom proposals using data collected to measure millions of relationships between the economy and investments. It helps us to provide recommendations for clients to meet their goals based on risk tolerance and stress test portfolios. Hidden Levers' research team creates scenarios to model recessions, crises, and other economic events using historical research and analysis on how economic indicators are correlated.

Investment Management

Everplans

Everplans is a tool that makes estate planning simple for your and your loved ones. It's a step-by-step guide through all the financial, legal, health, and personal aspects of the legacy planning process to ensure that all your based are covered after you're gone. Everplans allows you to store, organize, and share important documents, like your will or even your password manager, with the specific people that you grant access to. Silver and Gold rebel clients have access to Everplans with their subscription. 

estate planning

Estate Plan Navigator

Estate Plan Navigator is a tool that guides you through every step of your estate planning process. It allows you to easily access your securely stored documents and modify them to reflect changes throughout your life. Estate Plan Navigator uses analytics tools to help create an estate plan fit for the needs of your and your family. It is available to Silver and Gold rebel clients.

Tax Planning

gruntworx tax
  • Financial coaching
  • rFPW
  • Investment advice
  • rFPW
  • Riskalyze
  • Social Security Optimization
  • Light financial planning
  • rFPW
  • Riskalyze
  • Social Security Optimization
  • Student Loan Optimization
  • Estate Plan Navigator
  • Tax Prep
  • Everplans
  • Financial planning
  • rFPW
  • Riskalyze
  • Social Security Optimization
  • College Planning
  • Estate Plan Navigator
  • Tax Prep
  • Everplans

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