*ProPlanner is currently available in Canada only.
Goals-based Financial Planning & Much More …
Driven by a powerful, award-winning engine that has been market-proven for 25 years, ProPlanner equips advisors to offer the industry’s most intelligent, comprehensive advice that aligns the personal circumstances and objectives of each client within the realities of today’s financial markets.
Professionalize Your Practice
ProPlanner allows you to:
- Calculate taxes, benefits & pensions so outcomes are realistic and relevant
- Compare multi asset class portfolio analytics for current & targeted scenarios
- Analyze inter-active goal-based objectives with planning alternatives modelling to see the impact of each variables
- Optimize tax strategy to maximize net return
- Develop de-cumulation strategies to efficiently fund retirement
- Calculate Value of advice analysis to demonstrate real value of your service
- Illustrate cross-border capabilities (multi-lingual and currency) to support clients with assets in multiple jurisdictions
- Net worth, portfolio rollup and implementation summary reports for quick overview & client presentations
- Detailed tax audit reports for clients who want to drill into the numbers year by year
- Checklists to customize each report to meet your client’s individual needs