Intellect Financial Planner is an easy to use financial planning tool. Its comprehensive functionality enables users to perform Financial planning, Insurance ...
Intellect Financial Planner is an easy to use financial planning tool. Its comprehensive functionality enables users to perform Financial planning, Insurance planning, Retirement planning in an intuitive manner. Features Â·In-detail capture of financial details Â·Plan your finances to achieve multiple goals Â·Income and expense based insurance planning Â·Retirement planning Â·Goals to Asset earmarking Â·Cashflow projections Â·Investment planning Â·Supports upto 10 clients Upcoming premium version features Â·Customized branding and theme interface - Add your company logos Â·Risk profiling, Model portfolio creation Â·Create and add your own asset classes, liabilities, goals, income types, expense types Â·Set default growth rates for incomes, assets Â·Signature capture for plan acceptance from customer Â·Generate and mail detailed financial plan reports, Cash flow reports, Pre retirement, Post retirement projections Â·Supports unlimited number of clients Intellect Financial Planner comes from Polaris FTâ€™s well acclaimed Wealth Management Solutions. Best-in-Class Advisor Workstation Solution in the Enterprise Support category - by TowerGroup Best and Most User friendly Advisor Workstation Application on iPad- by MyPrivateBanking Research For any queries on this app please reach us firstname.lastname@example.org
Size: 11.47 MB
Price: 0,00 €
Day of release: 0000-00-0