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What Do You Need from Financial Planning Software?

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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  1. What Do You Need from Financial Planning Software?

  2. 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

  3. 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

  4. FP Solutions PlusGoal Based Personal Financial Planning • Retirement Capital Needs • Survivor Capital Needs • Estate Capital Needs • Disability Capital Needs (DI, CI, LTC)

  5. FP Solutions AdvancedCash Flow Based Personal Financial Planning • Detailed Cash Flow Projections • Detailed Net Worth Projections • Change in Financial Position • Planning Assistant • Planning Strategies

  6. FP Solutions BusinessIntegrated Corporate Financial Planning • Holding & Operating Companies • Corporate Owned… • Life Insurance • Investments • Real Estate • CDA & RDTOH Calculations

  7. 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

  8. #1 T1 Tax Calculations General Income Tax and Benefit Guide • Highest standard in Industry • Calculated based on CRA guidelines. • No assumptions

  9. #2 Fact Finder • Fully integrated • Easy to use • Printable • Email to client • Saves time • Financial Snapshot

  10. Displays current position Shows retirement income excess or shortfall Shows need for life insurance

  11. #3 Annual Review Tool • Displays existing data • Fully integrated • Highlights changes • Easy to use • Saves time

  12. Annual Review Tool Fast Easy Review Process

  13. #4 FP Focus • Executive summary • Easy for clients to understand • Flexibility to change graphs on the fly.

  14. Sample Graph – FP Focus

  15. Sample Graph – FP Focus

  16. 7 Step Wizard Guides thru Plan Process Tips on Planning Strategies Your Expert Guide #5 Planning Assistant

  17. 20 Strategies covering common areas including: Income Splitting Retirement Strategies Tax Planning RRSP / RRIF Investment Strategies Pension / LIRA #6 Planning Strategies

  18. 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

  19. Shows impact taxes will have on estate Choose assets that need protection

  20. Motivates better tax planning Shows tax liability payable on second death at life expectancy

  21. #8 Value of Advice & Return on Advice • Validation of Plan • Integrates fees into plan • Shows Financial Plan as best investment clients can make

  22. Shows Value of Advice and Financial Planning

  23. Custom Documents Easy to use Any Document Any Graphs Branding Custom formulas Client Reports Personalized Fine tuned Permanent record Email #9 Customization

  24. #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

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