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Speed & Flexibility

We Do It All - Quickly! TOP
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.

MasterPlan Adjusts to Fit Your Practice TOP
  • Serve a few clients or many with ease

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  • Plan for simple clients or complex ones with ease

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  • Give your clients standalone or comprehensive plans

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  • Project for their next few years or to life expectancy (up to 99 years down the road)

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  • 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 TOP
  • Start your projection from any month of any year

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  • MasterPlan conditionally generates text reports based on each client's unique data

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  • You can create your own text report templates

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  • You can send reports directly to Microsoft Word™ and modify them for specific clients--change the fonts and borders, add and remove sentences

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  • 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.


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