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Plansoft Financial Planner Software Features

The Plansoft Financial Planner combines all the personal and financial details to show and analyse Net Worth, Cash Flow and Market Exposure together with detailed Tax, Centrelink and Family Allowance office payments, where applicable, in order to assist in creating a financial plan.

The following is a list of features that can be found in the Plansoft Financial Planner.

All Editions

Rates

Shows the current and historical Australian Goverment rates and thresholds for quick reference.

Calculators

Without the need for a full plan, quickly calculate tax, Medicare Levy and Surcharge, HELP and SFSS as well as Centrelink and Family assistance payments.

Personal Summary

Snapshot of personal details includes important personal information and editing hyperlinks.

Financial Summary

Snapshot of Net Worth, Cash Flow and Market Exposure for existing and proposed strategies.

Financial Planning Process

Follow the 6 steps in the financial planning process to assist in creating a financial plan.

Step 1 - Fact Find

A detailed fact find is required to provide the personal and financial information needed to perform a detailed financial plan.

Step 2 - Goals

Lifestyle and financial goals and objectives.

Step 3 - Issues

Issues that are relevant to this financial plan.

Step 4 - Plan

Create, analyse, project and compare strategies to help formulate the financial plan.

Step 5 - Implement

Help implement the financial plan by using this existing vs proposed comparision report.

Step 6 - Review

Review the financial plan on a regular basis.

Data Location	Home Edition - data is stored on the computer running the software. Professional Edition as an option to use a network drive.

Data Location

Home Edition - data is stored on the computer running the software. Professional Edition as an option to use a network drive.

Professional Edition

Multiple Files

Save multiple financial plans using Save As. This feature allows for quick financial plan reviews with different values.

Client Management

Provides a list of clients in table or card view summary format for quick access to an adviser's clients. Includes advanced searching and filtering

Copy to Clipboard

Professional advisers can include segments of the calculations in their own reports to clients by pasting into a word processor using Ctrl-V or directly create a Microsoft Word document.

Financial Plan Document

The Financial Plan document can be customised before exporting to Microsoft Word for further user editing.

SOA Templates

Statement of Advice (SOA) templates can be created and edited to suit your own requirements.

File Notes

Record all contact with clients in files notes.

Documents

Save all documents for the client in the one location.

ABN 71107714241 ACN 107714241

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