Presentation on theme: "What Do You Need from Financial Planning Software?"— Presentation transcript:
What Do You Need from Financial Planning Software?
FP Solutions Four levels of planning power to meet the needs of any practice. Basic – Retirement planning & Sales concepts Basic – Retirement planning & Sales concepts Plus – Insurance needs analysis Plus – Insurance needs analysis Business Advanced – Cash flow Advanced – Cash flow
RRSP / RRIF Life Insurance Education Savings Pension and Annuities FP Solutions Basic Single Needs, Concepts and Retirement Planning T1 General Tax Financial Calculators Solve Functions Mutual Fund Import
FP Solutions Plus Goal Based Personal Financial Planning Retirement Capital Needs Survivor Capital Needs Estate Capital Needs Disability Capital Needs (DI, CI, LTC)
FP Solutions Advanced Cash Flow Based Personal Financial Planning Detailed Cash Flow Projections Detailed Net Worth Projections Change in Financial Position Planning Assistant Planning Strategies