With ExecPlan, you choose precisely what you need for a specific client:
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Financial Profiles - projected up to 100 years |
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Financial Event Funding - Fund Accumulation |
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Cash Management Simulation - multi-layered options |
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Thoroughly Implemented Federal Income Taxes |
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Investment Planning - before and after scenarios |
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Specific Implementation of State Income Taxes |
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Capital Needs Analysis - in case of death or disability |
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Integrated and Modifiable Text Reporting |
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Retirement Planning - over a dozen reports |
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Meaningful, Attractive Charts & Graphs |
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Estate Planning - for each spouse |
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User-designed Reports & File Output |
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Portfolio & Asset Characteristics Analysis |
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Batch Processing for Plan Write-up |
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 | Education Funding Analysis for Children |
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 | Information Import/Export Capability |
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