Feature · what this software actually does
Insurance gap analysis
Compares current coverage to need across life, disability, LTC; quantifies the shortfall in plan terms.
assistedSoftware drafts, a person approves.
Vendors that ship this
Leaders
- Rightcapital
- Moneyguidepro
Adjacent
- Emoney Advisor
- FP Alpha
Build vs buy verdict
buy
Modules vary in depth. FP Alpha parses existing policies; planners model the gap.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Insurance needs analysisannualGap analysis across life, disability, LTC, P&C — recommendations tied to specific goals.
Most relevant for
- Mass-affluent
- HNW
- UHNW
Test yourself · topic quizGeneral
Multiple-choice — different from any drill above.
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