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What Do You Need from Financial Planning Software? PowerPoint PPT Presentation


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What Do You Need from Financial Planning Software?. FP Solutions. Four levels of planning power to meet the needs of any practice. Business. Advanced – Cash flow. Plus – Insurance needs analysis. Basic – Retirement planning & Sales concepts. RRSP / RRIF Life Insurance

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What Do You Need from Financial Planning Software?

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What Do You Need from

Financial Planning

Software?


FP Solutions

  • Four levels of planning power to meet the needs of any practice.

Business

Advanced – Cash flow

Plus – Insurance needs analysis

Basic – Retirement planning & Sales concepts


RRSP / RRIF

Life Insurance

Education Savings

Pension and Annuities

FP Solutions BasicSingle Needs, Concepts and Retirement Planning

  • T1 General Tax

  • Financial Calculators

  • Solve Functions

  • Mutual Fund Import


FP Solutions PlusGoal Based Personal Financial Planning

  • Retirement Capital Needs

  • Survivor Capital Needs

  • Estate Capital Needs

  • Disability Capital Needs (DI, CI, LTC)


FP Solutions AdvancedCash Flow Based Personal Financial Planning

  • Detailed Cash Flow Projections

  • Detailed Net Worth Projections

  • Change in Financial Position

  • Planning Assistant

  • Planning Strategies


FP Solutions BusinessIntegrated Corporate Financial Planning

  • Holding & Operating Companies

  • Corporate Owned…

    • Life Insurance

    • Investments

    • Real Estate

  • CDA & RDTOH Calculations


T1 Tax Calculations

Fact Finder

Annual Review

FP Focus

Planning Assistant

Planning Strategies

7. Planning Concepts

Value of Advice

Customization

10. Software Support

FP Solutions Top 10


#1 T1 Tax Calculations

General Income Tax and Benefit Guide

  • Highest standard in Industry

  • Calculated based on CRA guidelines.

  • No assumptions


#2 Fact Finder

  • Fully integrated

  • Easy to use

  • Printable

  • Email to client

  • Saves time

  • Financial Snapshot


Displays current position

Shows retirement income excess or shortfall

Shows need for life insurance


#3 Annual Review Tool

  • Displays existing data

  • Fully integrated

  • Highlights changes

  • Easy to use

  • Saves time


Annual Review Tool

Fast Easy Review Process


#4 FP Focus

  • Executive summary

  • Easy for clients to understand

  • Flexibility to change graphs on the fly.


Sample Graph – FP Focus


Sample Graph – FP Focus


7 Step Wizard

Guides thru

Plan Process

Tips on Planning Strategies

Your Expert Guide

#5 Planning Assistant


20 Strategies covering common areas including:

Income Splitting

Retirement Strategies

Tax Planning

RRSP / RRIF

Investment Strategies

Pension / LIRA

#6 Planning Strategies


Estate Multiplier

Insured Annuity

Retirement Leverage

RRSP Strategies

RRSP Leverage

Income Comparison

Debt Consolidation

Terminal Return

Tax Freedom Day

Tax Funding Alternatives

Investment Strategies

Investment Leverage

Lost Opportunity Cost

#7 Planning ConceptsStand-Alone orBuild into Plan


Shows

impact taxes will have on estate

Choose assets that need protection


Motivates better tax planning

Shows tax liability payable on second death at life expectancy


#8 Value of Advice

& Return on Advice

  • Validation of Plan

  • Integrates fees into plan

  • Shows Financial Plan as best investment clients can make


Shows Value of

Advice

and

Financial Planning


Custom Documents

Easy to use

Any Document

Any Graphs

Branding

Custom formulas

Client Reports

Personalized

Fine tuned

Permanent record

Email

#9 Customization


#10 Software Support FREE

  • 1 800 263-4983

    • 8:00 AM to 8:00 PM

  • www.training.cch.ca

    • Live web classroom

    • Interactive tutorials

    • Knowledge base

  • Workshops


  • Login