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To analyze all real estate holdings, amortize
all loans, calculate federal and state income taxes, cash flow, retirement
plan performance, and net worth takes just a few seconds,
depending on the complexity of the client's situation. And re-calculating
is just as fast!
Increase your revenue by completing more plans
in the same amount of time. Improve your service by spending your
extra time examining more options.
- Serve a few clients or many with ease
- Plan for simple clients or complex ones with ease
- Give your clients standalone or comprehensive plans
- Project for their next few years or to life expectancy (up to
99 years down the road)
- Collect as much client data as you wish or summarize a client's
situation for a lightning-fast survey of the overall picture
- Start your projection from any month of any
year
- MasterPlan conditionally generates text reports
based on each client's unique data
- You can create your own text report templates
- You can send reports directly to Microsoft
Word™ and modify them for specific clients--change the fonts
and borders, add and remove sentences
- With MasterPlan’s graphics program,
you can choose the type of graph, colors, and legend. Print the
graph directly or embed complementary graphs in any report.
See Also Main Product Topics...
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