Requirements...

Operating Systems: Windows 95, Windows 98, Windows NT, Windows 2000, Windows XP and Windows Vista
Hardware: IBM and Compatibles
Network Compatibility: Novell, Lantastic and Windows NT

Description...

ExecPlan is a comprehensive personal financial planning system for Professional Financial Planners. The Graphical User Interface, ease of use, customized graphic reports and full support for objective planning and financial analysis are primary aspects of ExecPlan.

The program features an easy to follow tree structured menu, one-click icons with tooltips, full on-line manual, context sensitive help, drop down boxes, easy movement between input and reports, buttons for automatic switching between cases and/or scenarios, and on screen what-you-see-is-what-you-get (wysiwyg) reports.

ExecPlan automatically generates planning scenarios for Death, Disability, Retirement and what-if cases. Plans are easily generated for Future Capital Events, Estate Planning, Cash Management Simulation, Investment Planning, and Capital Needs Analysis with over 100 customizable reports. Reports are produced in wysiwyg spreadsheets that may be saved in Microsoft Excel format. Customizable SnapShot reports provide one page graphic/text summaries for impact type client presentations.

The program also implements federal and state tax statutes with a variable planning span of up to 100 years and total control of projections on an item-by-item, year-by-year basis. Special utilities for Education, Retirement and other Special Funding Analysis reports are included.

ExecPlan has graphics when you want them, including a 3-D look, ToolTips, status prompts and on-line help. Preferences for graph formats include colors for data and text, chart rotation, elevation and lighting, custom position of graph components, integrated and linked data grid, data import and more.

A demonstration version of ExecPlan is available in the software demo download area below.