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Skip Navigation Links | Products | Plansoft Financial Planner | Edition Comparison

Features of the Plansoft Financial Planner


Click the links below for more details.

Home Edition

$330.00 pa

($300.00 + $30.00 GST)
Home

Standard Edition

$660.00 pa

($600.00 + $60.00 GST)
Std

Professional Edition

$1320.00 pa

($1200.00 + $120.00 GST)
Pro
Rates and Thresholds √ √ √
Personal and Financial Calculators √ √ √
Personal Summary √ √ √
Financial Summary √ √ √
Financial Planning Process Steps √ √ √
   Step 1 - Detailed Fact Find √ √ √
   Step 2 - Goals and Objectives √ √ √
   Step 3 - Issues and Risk Profile √ √ √
   Step 4 - Plan with multiple strategies √ √ √
   Step 5 - Implement √ √ √
   Step 6 - Review √ √ √
Local Data Storage √ √ √
Network Data Location √ √
Save and Load Multiple Financial Plans √ √
Copy to Clipboard and Microsoft Word √ √
Export Statement of Advice to Microsoft Word √ √
Multiple clients and Client Management √
Customisable Statement of Advice √
Customisable Statement of Advice templates √
File Notes √
Document Management √

 

Software licence

1 User 1 Planner/Adviser 1 Planner/Adviser plus extra licence for support/admin staff, or 1 professional paraplanner.