TOTAL Planning Suite

TOTAL Planning Suite

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The TOTAL Planning Suite provides a full spectrum of planning tools to satisfy any customer type, built around a unique "Integrated Database and Input" method that saves time and increases your ability to provide cost effective solutions to your clients. Enter data one time into the TPS data collection forms, and you can then pick the right reporting tool for each client engagement. All report systems include an easy-to-understand Monte Carlo simulation report.
Key Features:
Quick Entry Wizard - Allows for quick and easy client data entry.
Age Change Event Tables - The ultimate in flexibility. Allows modification of expenses, incomes, etc. as often as needed.
Third Party Connectivity - Ability to import contact/asset information from Albridge Solutions™, Microsoft Outlook™, and Silver Financial Planner. Ability to export data to Microsoft Outlook™ and LaserApp™.
Three reporting Modules: Easy Money (Goal Based), Golden Years (Cash Flow Based), Strategic Solutions (Specialized Reports)

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