Financial Planning Software – Professional – 6 Months

If you want to be confident that you can assist your client reach their financial goals, you must evaluate the entire financial situation, which XPERT Financial Planner can really do.

XPERT Financial Planner will provide insights and scenarios to assist you in aligning your client’s short and long-term goals against their retirement plan.

Professional financial planning should take into account the amount and timing of all your client goals to understand how they interact. Without professional tools like XPERT Financial Planner, understanding how these elements interact has been impossible.

We’re making it easier for you to comprehend their implications so you can assist your customer plan more effectively.

With XPERT Financial Planner, you have complete control and analysis of significant financial issues that affect your client’s finances, such as your savings rate, mortgage, return on investment, and much more, and how they all interact to affect your client’s chances of attaining your goals.”

Your client’s primary financial goal is not only about retirement. College finances, mortgages, and even purchases such as automobiles necessitate forethought. A strong financial strategy combines your client’s short-term and long-term objectives.

NOTE: This is a professional tool that is being recognized by the Financial Planning Association of Malaysia (FPAM) for use by Licenced Financial Planners And Advisors in Malaysia. You must possess a professionally recognized certification such as Certified Financial Planner (CFP) or Registered Financial Planners (RFP) to be able to use these tools to advise your customers in Malaysia. For Planners outside Malaysia or other certifications, please check with us first before subscribing to this software.