It is a single tool, so efficient, that it can be used daily as the backbone of any financial planning practice to strengthen relationships with existing clients and act as a differentiator to potential clients.
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Toronto, Ontario, Canada (Vocus) October 14, 2010
PlanWare has released its new Financial Planning Tool and is offering full working copies on a no-charge basis for balance of 2010.
“PlanWare is the Missing Link between the well-educated and well-intentioned advisor wanting to provide professional planning services, and the plan starved public” says Doug Lamb CA CFP President of PlanWare. He continues “It is a single tool, so efficient, that it can be used daily as the backbone of any financial planning practice to strengthen relationships with existing clients and act as a differentiator to potential clients.”
PlanWare supports detailed Household Budgets, Retirement Planning, Educational Funding, Risk and Insurance Analysis and Estate Planning for clients of all sizes and complexities. Simple situations can utilize most of the program with as few as ten data points. In more complicated situations advisors can collect and enter data and then run full reports in under two hours. Entered data is also an excellent record of client information and good basis for further meetings and updates. Reporting is user friendly and tax rates and as well as income and expense descriptions can be easily adapted to each client’s situation accommodating various jurisdictions and languages.
Unique features include real net worth planning by year with multiple changes in income and expense items before retirement, and four self defined stages and related expenses for retirement.
Planning concepts and output are easily learned by advisors and easily understood and demonstrated to clients with comprehensive reports and graphs. Ability to use standard returns for up to five asset classes or specific returns for every year in the planning period allows plans to be “stress tested."
PlanWare’s extraordinary efficiencies and unique capabilities truly make it a revolutionary product.
For more information visit PlanWare.ca
or contact PlanWare General Manager John Currie