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.
Report Services is the newest addition
to MasterPlan Financial Software's line of products and services, joining
"MasterPlan: The Analyst" (a financial planning software program) and
the "MasterPlan Service Contract."
Report Services is a data entry and report
preparation service. It delivers regular, graphic, and combined reports
as Microsoft Word files. You, the financial advisor, can further edit the
reports in whatever way you wish—such as adding comments or deleting
paragraphs or graphs.
Report Services is available
to MasterPlan users and non users alike.
All of MasterPlan Financial Software's
products and services are exclusively for the use of financial professionals.
Our clients are financial advisors who provide financial advice to their
MasterPlan can record, analyze, and create
presentations of the current and projected states of their clients' financial
situations from now to life expectancy. You can own the product and use
it, or, under your professional supervision, we can use it for you to
achieve these results. Of course we have no contact with your clients.
We can do some plans and you can do others, or we can do all of them for
No. It is quite distinct from our Service
Contract. The Service Contract includes technical support over the phone,
by email, and/or by web conference for your direct use of MasterPlan:
The Analyst. The Service Contract also includes all product enhancements
occurring during its term, changes to accommodate new tax law, annual
tax table changes, and unlimited phone support.
No. Our clients may choose to just use
Report Services; they may buy and use MasterPlan without using Report
Services; or they may both use MasterPlan directly and use Report Services
Some Report Services users may even choose
to buy a copy of MasterPlan so they can make minor edits to avoid incurring
extra charges if they would exceed the rerun limit where applicable. Or
they may want to familiarize themselves with the capabilities of the package
more fully. They may also wish to use MasterPlan as a tool to interact
with our staff as part of the report preparation process.
The reasons to use this service are several:
If you are not a purchaser or user
of MasterPlan, you will employ us to make use of it on your behalf.
Even if you own and use another
financial planning product, you may still need to produce
reports or do analyses that another program simply cannot accomplish.
MasterPlan Report Services to the rescue!
If you are a user, you may use it
to accommodate overflow situations where your existing staff is not
going to be able to service all that wonderful demand for your services
you are currently experiencing, without having to hire temporary help
or take the risk of increasing permanent staff.
As a temporary measure while you search
for suitable in-house staff to perform the same tasks even before
you acquire MasterPlan for in-house use or while engaging in staff
If you are a user, you may opt for
a mixed mode of personal MasterPlan use and the use of our services
to enter the data, run and rerun the reports, and customize them to
specification on an occasional or consistent basis.
To get examples of the types of reports
and graphs MasterPlan can produce for you as a user of the program or
as a consumer of Report Services, to access the Fact Finders which you
may print and hand out to your clients to collect their financial data,
and to access order forms/invoices for Report Services, click on the following
link: Report Services Downloads