This financial planning software product is a set of financial planning templates that work with Microsoft Office or Excel to produce clear, concise and easy to understand reports for your clients. For the advisor they produce reports and charts with accurate figures and very quick answers. For your client they produce a report the client can understand. Designed for modular financial planning, or together they can produce a complete financial plan. Data is entered only once and integrates to all spreadsheets and charts. Use individual reports for retirement planning, or estate planning, or run them all.
