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.
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 conditionally generates text reports based on each client's unique data.
You can create your own text report templates.
can send reports directly to Microsoft
Word™ and modify them for specific clients
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