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What Our 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

"Your technical support staff is responsive, friendly, and very knowledgeable. My questions are answered immediately and my requests for product enhancements have been noted...It has really been a pleasure working with a company that is so responsive to its customers."
           -- President of an Asset Management Firm

"MasterPlan is the very best that I have found in the industry. My clients rave about my organizational abilities, and what they are really saying is that MasterPlan is quite a product."
           -- a CFP in Los Angeles, CA



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