BEI's EPIC software supports your Exit Planning activities, from the creation of the engagement proposal through the implementation of the final Exit Plan. Most importantly, EPIC lets you effectively and efficiently identify, evaluate, and communicate Exit Planning recommendations to your client and to the Advisor Team working with you to develop the Exit Plan.
EPIC lets you create a professional report that's tailored to each of your clients. With EPIC, you can design and deliver detailed, customized solutions to help your clients achieve their unique goals and objectives, efficiently and effectively.
EPIC supports and structures all of your communication with your clients and the other advisors on your Exit Planning team. You can generate engagement proposals, fact-gathering materials, planning documents, and action item checklists.
EPIC planning documents are never locked. Instead, you can modify and customize every aspect of EPIC's output and combine it with your other planning deliverables.
You can use the EPIC system without downloads, installations, or updates. BEI maintains the software in an online environment.
You retain ownership and control of your clients' information and plans.
Have questions before getting started? Schedule a meeting with BEI or Contact Us