Financial Planning Tools 2010

Financial Planning Tools 2010

Financial Planning Tools includes a comprehensive Financial Planner
 
10.031.012 (See all)

Financial Planning Tools uses the same interface as popular TaxTools program, offering the same powerful integration of planning modules and client database, but geared towards the financial planner/advisor. Financial Planning Tools includes a comprehensive Financial Planner module as well as over 100 Forms, Worksheets, Flowcharts, and Calculators.
Features:
-Bar charts, graphs and pie charts can be printed in color.
-Imports clients and preparers from other CFS programs.
-Inflation factor built into worksheets and calculators.
-Tutorial guides the user through the many features.
-Includes sample client with data.

Info updated on: