EXECPLAN, Designed to meet your needs. Empowering you to meet your client's needs. This single
system can make your practice more efficient and profitable, with a minimum of learning and expense.
Today, your client's financial needs are more diverse than ever before. With changes in the economic climate,
tax structures, investments, retirement and other benefit plans, a growing number of people are seeking
professional help to build their financial futures. Your knowledge of financial situations, strategies and products
instills confidence in your recommendations. Your clients value your expertise in understanding various
financial situations, analyzing and developing solutions, and implementing plans.
ExecPlan is a professional system for financial planners from Sawhney Systems. At
Sawhney, we have been
designing, developing, and maintaining financial and tax planning software since 1976. By carefully listening to
users, we continually refine our software to meet the ever-changing needs of financial planning experts. And,
by harnessing advances in the technology, we've led the way in innovative solutions, helping us create the most
versatile financial planning software available for individuals.
| COMPREHENSIVE | Unmatched capabilities to increase your productivity and accuracy. |
| ExecPlan offers a tremendous range of pertinent client information and computations. It can produce over 125 different types of reports, utilizing statements, text and graphics to illustrate the various aspects of a financial plan. |
| It can accommodate profiles from the very simple to the most complex with relative ease. It offers unlimited "What If" flexibility, with full dynamic integration to analyze the effects of each possibility, while also providing the built-in versatility of Automatic Cash Management, Capital Needs Analysis, Education Funding, Retirement Planning, Estate Planning and other client-focused features. Complex planning and customization is easy with advanced Linked Files and other powerful information import capabilities, and includes Lifetime Profile, Batch Report Production, and Alternative Analysis features. All you need to enter is the pertinent information - then choose the reports that best suit your needs. |
| VERSATILE | Select the report you need, or customize your own. |
| Versatility is built into ExecPlan's many different input formats, grouped into logical data and financial categories. There
is a wide selection of where and how to enter data. If an input is not applicable to your client's situation, just skip over
it. The system never forces you to make entries not needed for your plan. ExecPlan reports print only the information
you judge to be relevant. You select the level of detail to be shown in the reports (years, descriptions, etc.). Or, if you
choose, design your own reports from scratch.
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| Even the standard report text can be customized to reflect your individual practices. You have complete control of
report selection, printing and order of appearance. So, financial plans can be easily generated at any level, from
uncomplicated planning for a child's education to a highly detailed, integrated plan for a demanding client with a
variety of interests, assets and financial goals. And, only the necessary calculations are performed when you change
an item of input.
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| EASY TO USE | Well-Designed tutorials help you master the system at your own pace. |
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Automatic projection and consolidation features accomplish most data entries for you. Dynamic integration offers easy review of your data in a variety of grouping methods. Prompts for each input appear on screen, and the full context-sensitive help manual is always just a keystroke or mouse click away. Technical support is as easy as picking up the phone. It has been confirmed by users that ExecPlan extends your ability to provide professional financial and tax planning services at all levels...with software you will never outgrow. |
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