Report Services has several pages:
This page which explains the contents
of the various Report Services pages and why we created this service
A Downloads page containing all the
resources you will need to utilize Report Services
An Announcements page which explains
the nature of the facility, who uses it, why it's not a replacement
for previous products and services, why it can be used with them
or independently of them, and reasons you might wish to use it
Detailed Instructions for the use
of Report Services
Menu Item Contents Description
describing the contents of Report Services Pages and explaining
the rationale (the "Why") of Report Services.
Fact Finders, Sample Reports and Order-Form/Invoices for Report
Services, individually and as zipped collections.
of and general information about the nature of Report Services,
the reasons to use it, and suggestions on how to combine the service
with ownership of MasterPlan.
Step by step
instructions on how to use Report Services.
Over the years we have noticed that
users of MasterPlan find our product vital to providing the complete
range of services that their clients expect of them and that they wish
to provide, which no other planning software does as well—or even
Even so, as a result of some of our clients'
episodic use of MasterPlan, some get rusty in its use—despite
the fact that the program is well documented on screen, in a reference
manual, and in two tutorial manuals. Our users are well-trained initially,
but using such a powerful and flexible facility again after an interval
may require a bit of a refresher.
Also we have noticed that personnel
transitions—such as the loss of employees and the hiring of new
ones—cause expense to our clients and also, no doubt, involve
some delay in our clients' provision of services to their clients.
We further realize that temporary fluctuations
in demands for financial plans might occasion a need for Report Services.
Employee sickness or vacation might also make a temporary use of Report
For the foregoing reasons and others,
we have created Report Services as a new service complementary
to our software product, "MasterPlan: The Analyst,"
and to our service, the "MasterPlan Support Contract."
Even as some MasterPlan users will find
reasons to use Report Services once in a while, others will do so consistently.
For instance a planner might always prefer to use Report Services for
certain types of reports, such as those involving asset models or complex
We have also realized that not only
can existing clients use this new service, but that it can be an incentive
for prospective MasterPlan users to purchase MasterPlan. They may, for
instance, use Report Services at the beginning to train staff and to
gauge which reports best serve their clients.
We have also discovered that planners
using other financial planning software packages want to give their
clients reports that the other packages cannot produce, such as the
real estate or business valuation reports. Now they can turn to Report
Services to solve this dilemma.
Planners may decide to let MasterPlan
Report Services function as their paraplanner. In that event, they would
not have to be users or owners of MasterPlan, but would only collect
the data from clients and function in a supervisory mode to our staff.
This would enable them to never hire in-house staff to perform
such functions as entering data, running and rerunning reports, or customizing
them with graphs dropped into documents at appropriate points.
Report Services users not initially
users of "MasterPlan: The Analyst" might later purchase the
program to enable in-house fine tuning. Also, being able to run the
program for themselves could be a means of improving collaboration and
control of work flow.
In this present economy, businesses,
more than ever, need to consider the simplicity and flexibility of using
contractors in lieu of employees to avoid many of the bad effects of
government over-regulation and mal-regulation. Already some of our clients
have used contractors to produce MasterPlan reports.
It may seem strange to mention business
expansion in these present circumstances, but, for some, it is the logical
course of action. You may also wish to add new services, even as we
are doing with Report Services. The advantages of specialization and
employing the most expert practitioners of any art, science, or trade
Our support and training staff are quite
proficient at using our own program—an obvious point—but
one well-worth pointing out! Not only are our services the most expert
possible in this area, but we are well-prepared for the popular success
of this new service, having laid plans to double, triple, and even quadruple
our workforce in short order. We can take much of the risk out of fluctuations
in your clients' demands for your services.
There may be more reasons and modes
in which to use Report Services. We look forward to hearing such ideas
from you whether you are a prospective or current MasterPlan Financial