Ultimate Personal Financial Planner Software (Global Version)
Originally published: 15/04/2021 09:41
Last version published: 06/09/2021 09:12
Publication number: ELQ-83253-8
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Ultimate Personal Financial Planner Software (Global Version)

Excel Based - Personal Financial Planner. Budget, Loans, Risk Profile, Goal Plan, Retirement Plan, Insurance Plan...

Description
Ultimate Financial Planner is All-In-One automated excel based software, designed to assess all important aspects of personal finance for achieving Financial Freedom. This Financial Planning software is not specific to any particular country and can be effectively used globally. This software has powerful financial assessment logic built in the back-end but very simple user interface in the front-end. Hence, you would be able to easily formulate a personalized and comprehensive financial plan for achieving all important financial objectives. Secure financial life with this state-of-the-art Financial Planning software! Complete Data Privacy – This application works 100% Offline! Hence, no data shall be transmitted outside for any storage & simulation. The personal & financial data shall be stored in this software for your own access and on your personal computer only.

Key Software Features:
• Budget Management
• Loan Management
• Risk Profiling
• Goal Planning
• Retirement Planning
• Insurance Planning
• Goal based Asset Allocation
• Investment Planning
• Cash Flow
• Net-Worth Statement
• Detailed up to 40 Page Financial Plan
• Detailed 21 Page Information Organizer

Benefits for Individuals (Academy/Non-profit license):
• Track Budget & Gain Control on Expenses
• Manage Loans & Become Debt Free
• Know your Net-worth
• Insure Adequately & Stay Protected
• Know your Financial Risk Profile & suitable Asset Allocation
• Achieve Goals: Dream Home, Vacation, Favorite Car & more
• Plan for Early & Comfortable Retirement
• Financial Plan: Simple to formulate & Easy to Implement
• Lifetime Software License Validity & Formulate Unlimited Financial Plans for Self

Benefits for Advisor Lite (Business license):
• Up to 40 Page Automated & Self-branded Financial Plan
• Quickly Formulate Holistic Financial Plan for Clients
• Avoid time wastage in calculations
• Effective Client Engagement with insights provided in plan
• Identify 'Need' and offer relevant Financial Products (Investment, Insurance & Loans)
• Win More Clients & Do More Business!
• Customize Risk Profiling & Asset Allocation Logics
• Lifetime Software License Validity & Formulate Unlimited Financial Plans for Clients

Benefits for Advisors Pro (Consulting license):
• All Benefits of Advisor Lite (Business license) mentioned above
• Customize Color Theme to match your enterprise brand colors
• Add Custom Header & Footer Text in Financial Reports
• Add Custom Welcome Note and Disclaimer in Financial Plan

System Requirements:
• Microsoft Windows 7 or above and Microsoft Excel 2013 or above
• Excel needs to be “Activated”. Application may not work on “Unregistered” Version of Excel
• Application may not work on the computers having dual boot operating system installed

Software Registration Key:
After purchasing the software, please request the Software Registration Key by visiting https://ultimatefinplan.com/ufp-app-key-req and your Registration Key (with Lifetime Validity) shall be emailed to you within 24 to 48 hours from contact.ultimatefinplan@gmail.com with Subject: Ultimate Financial Planner – Registration Key. Please do check your Spam folder if email is not received in your Inbox within the stipulated time of 24 to 48 hours.

Note: Assumption of Inflation Rates is available for All Countries Globally however assumptions of Debt & Equity Returns available for following countries only:
Argentina, Australia, Austria, Bangladesh, Belgium, Botswana, Brazil, Bulgaria, Canada, Chile, China, Colombia, Czech Republic, Denmark, Egypt, Finland, France, Germany, Greece, Hong Kong, Hungary, India, Indonesia, Ireland, Israel, Italy, Japan, South Korea, Malaysia, Mexico, Netherlands, New Zealand, Nigeria, Norway, Pakistan, Peru, Philippines, Poland, Portugal, Russia, Saudi Arabia, Singapore, South Africa, Spain, Sri Lanka, Sweden, Switzerland, Taiwan, Thailand, Turkey, United Kingdom, United States, Vietnam, Zimbabwe

Happy Financial Planning!
Nikhil Kale

This Best Practice includes
1 ZIP File with: 1 Software (EXE), 1 Read_Me (PDF) and 30 Sample_Financial_Plans (PDF)

Acquire business license for $175.00

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Further information

Academy/Non-profit license: Empower individuals to easily plan for their Financial Security and achieve Financial Freedom!

Business license: Empower Financial Advisors to easily formulate a Self-branded & Personalised Financial Plan for their clients. Enable effective client engagement and offer need based Financial Products (Investments, Insurance and Loans). Win More Clients and Do More Business!

Consulting license: Customise the look and feel of software as well as the financial reports to match the enterprise branding requirements of Financial Advisors

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