ExecPlan Tour Page 2

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

 

The case data for each item is entered automatically and reflected appropriately throughout the case, with several formats available for each item of information. You may view the results of any action, addition, or deletion at any time. The system's analysis will always incorporate the dynamic interaction of all the latest items and information entered...and it's fast!

 

 

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AMAZINGLY FLEXIBLE

You can easily adapt a client's current, changing, and recommended profiles.

Flexibility allows you to easily adapt to a client's current, recommended, and changing profiles. ExecPlan will not get in your way; in fact, it's designed to complement and extend your professional skills without forcing you to accommodate a rigid software program. ExecPlan offers a single, flexible program for your entire practice - from a young working client to a senior executive or an affluent client with multiple business interests.

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Ph: (609) 987-5000 Fax: (609) 987-0707
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