Investment Planning Software

ExecPlan Express is designed as fully integrated financial planning software. However, Express is versatile enough to work on specific planning objectives such as an investment planning software. This allows the flexibility to target specific investment planning objectives or the impact on an individual's overall personal financial position.

Custom modeling capabilities – Ability to buy and sell investment assets at anytime in the planning horizon.

Automated Cash Management - Software will liquidate assets to meet cash shortfalls or invest excess cash in years there are surpluses with user defined rate of return.

Flexibility – User can control rates or returns on an annual basis.

Advance tax calculations. User can control rate of dividends. Software automatically tracks basis for stocks and mutual funds. User can enter business interests including assets with depreciation schedules.