Smart Solutions for Advisors
Empowering advisors with advanced tools to streamline client planning and engagement
Our Services
$250
Generate real-time product quotes tailored to client needs using our AI-powered quote engine. Ideal for advisors needing fast, accurate planning tools.
$179
Plan for unexpected income disruptions with tools that simulate long-term earnings protection and recovery timelines for clients.
$75
Plan for aging and future care needs with interactive modeling tools that assess cost, care options, and funding strategies.
More about
Morden Life
ModernAdvis is a technology company dedicated to providing advisors with innovative tools to enhance client engagement and streamline planning processes. Our platform offers a suite of applications designed to support advisors in delivering personalized solutions to their clients.