what do you need from financial planning software?
Post on 16-Dec-2015
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FP SolutionsFour levels of planning power
to meet the needs of any practice.
BasicBasic – Retirement planning & Sales concepts – Retirement planning & Sales concepts
PlusPlus – Insurance needs analysis – Insurance needs analysis
BusinessBusiness
AdvancedAdvanced – Cash flow – Cash flow
• RRSP / RRIF• Life Insurance
• Education Savings
• Pension and Annuities
FP Solutions BasicSingle Needs, Concepts and Retirement Planning
• T1 General Tax• Financial
Calculators• Solve Functions• Mutual Fund
Import
FP Solutions PlusGoal Based Personal Financial Planning
• Retirement Capital Needs • Survivor Capital Needs• Estate Capital Needs • Disability Capital Needs (DI,
CI, LTC)
FP Solutions AdvancedCash Flow Based Personal Financial Planning
• Detailed Cash Flow Projections• Detailed Net Worth Projections• Change in Financial Position• Planning Assistant• Planning Strategies
FP Solutions BusinessIntegrated Corporate Financial Planning
• Holding & Operating Companies
• Corporate Owned…– Life Insurance– Investments– Real Estate
• CDA & RDTOH Calculations
FP Solutions Top 10
1. T1 Tax
Calculations
2. Fact Finder
3. Annual Review
4. FP Focus
5. Planning
Assistant
6. Planning Strategies
7. Planning Concepts
8. Value of Advice
9. Customization
10. Software Support
General Income Tax and Benefit Guide
#1 T1 Tax Calculations• Highest
standard in Industry
• Calculated based on CRA guidelines.
• No assumptions
#2 Fact Finder
• Fully integrated• Easy to use• Printable• Email to client• Saves time• Financial
Snapshot
#3 Annual Review Tool
• Displays existing data
• Fully integrated• Highlights changes• Easy to use• Saves time
#4 FP Focus• Executive summary
• Easy for clients to
understand • Flexibility to
change graphs on the fly.
#5 Planning Assistant
7 Step Wizard
Guides thru Plan Process Tips on
Planning Strategies
Your Expert Guide
#6 Planning Strategies• 20 Strategies
covering common areas including:– Income Splitting– Retirement Strategies– Tax Planning– RRSP / RRIF– Investment
Strategies– Pension / LIRA
#7 Planning ConceptsStand-Alone or Build into Plan
• Estate Multiplier• Insured Annuity• Retirement
Leverage• RRSP Strategies• RRSP Leverage• Income Comparison• Debt Consolidation
• Terminal Return• Tax Freedom Day• Tax Funding Alternatives• Investment Strategies• Investment Leverage• Lost Opportunity Cost
#8 Value of Advice
• Validation of Plan
• Integrates fees into plan
• Shows Financial Plan as best investment clients can make
& Return on Advice
#9 Customization
• Custom Documents
Easy to useAny DocumentAny GraphsBrandingCustom
formulas
• Client Reports
PersonalizedFine tuned Permanent
recordEmail
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