XPERT Financial Planner is an all-in-one financial planning tool that can help you to manage and provide the necessary information that clients will need to make sound financial decisions based on the ever-changing financial landscape.
Having the right tools at your disposal allows you to better manage your client and their expectations. These tools have been used by licensed financial planners with clients worth hundreds of millions of dollars. You can now use the same Financial Planning tools that can help you secure more clients while also providing a very professional outlook on the services you provided to them.
How does the XPERT Financial Planning Software benefit you?
- Assist you in establishing client financial goals.
- Able to simulate any changes to the financial situation.
- What-if Analysis – able to provide information based on different scenarios.
- Provide an instant snapshot of your client’s financial situation.
- Monitor the progress of the client’s financial position and goals with new input.
- Allow you to professionally provide advice to your client.
- Show the impact of a financial position instantly if certain decisions are made today.
What features are available in the XPERT FP Professional Version?
- Asset / Liabilities Setup
- Income / Expenses Setup
- Goals Planning
- Networth Analysis
- CashFlow Analysis
- Asset & Risk Allocation
- Retirement Planning
- Education Planning
- Financial Health Check
- Insurance Need Analysis
- Findings Entry
- Dependent Management
- Customer Risk Profiler
What features are available in the XPERT FP Expert Version?
- Cash flow Quadrant
- Investment Planning
- Investment KPI
- Investment Alerts
- Asset Analysis
- Import/Export Data
- Alert Management
- Additional Customer Fact Finding
- Option for Customer Access Subscription
What You Will Receive?
- 1 Online Briefing Session – Fact-Finding and Interview (45 minutes each).
- 2 Online Support Sessions (45 minutes each).
- Online tutorial.
- 180-Day Access To ePlan System (EXPERT Version) Max – 100 Customer.