Last version published: 23/09/2021 07:59
Publication number: ELQ-83253-9
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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...
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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