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Speed and Flexibility
 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 the speed of your computer. And re-calculating is just as
fast!
Start your projection
from any month. Complete your financial plans in a fraction of the time
previously required. Free up more time for yourself! Increase your revenue
by completing more plans in the same amount of time. Improve your service
by spending your extra time examining more options.
What MasterPlan
Users Say ...
MasterPlan's
speed excels, with no reduction in plan quality, allowing me to do more
plans in less time." - a financial planner
in Emeryville,
CA
"MasterPlan software allows me to perform normally time consuming
tasks quicker and at a more affordable cost to my clients." - a CPA, RFP, RIA
in Lake Isabella,
CA
MasterPlan adjusts to fit your
practice.
Serve
a few clients or many with ease. Plan
for simple or complex financial situations. Give
your clients stand-alone 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.
MasterPlan adjusts to fit your style ...
... and your clients' situation.
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
WordT 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.
MasterPlan: The Software That Lets You Have It Your Way
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