MasterPlan™ for Windows provides you with the tools
you need to provide the best service possible to the widest range of potential
clients—from those who are just starting out in their careers to those
with a high net worth and seemingly secure futures.
Suppose your clients want to know if they should buy a house
or continue to rent. Have they saved enough for retirement? Should they
invest in a program that offers tax credits? With MasterPlan, you can
focus on each client’s specific needs. These needs determine which reports you present.
Because MasterPlan provides you with such a broad spectrum of planning
functions, your approach can be appropriately focused and well balanced.
