Download your copy of our Financial Planner Download free execplan express - evaluationPrivacy Statement
 
easy to use financial planner

 

versatile retirement planner

 

powerfull financial planning

 

  • Enter data as you like to or use the Data Input wizard to guide you though the process
  • Automatic projection and consolidation of all data entered at any time
  • Automated cash management simulation option with purchases and/or liquidations
  • Input data verification and validation as you prefer
  • Extensive context sensitive help screens for data items
  • Intuitive screens and easy to use tabs showing magnitude of plan being built
  • Easy to follow tutorial to give you a running start within minutes
  • Your choice of up to 99 years in the planning horizon
  • Your choice for each data entry: enter full details or a single summary amount
  • Enter only the data applicable in a case or scenario and skip the rest
  • Self formatting reports that can be customized
  • Print any or all the reports you want in a case
  • Text reporting into MS Word for personalizing planning presentations
  • Reports that can be printed or saved to MS Excel for modification or for client editing
  • Easy to use and understand graphing and charting capabilities

A very powerful tool to help see the whole picture, anyone can learn to use it.

Penny A, Financial Planner, Minneapolis, MN