"FP Solutions is so easy to use. It does a great job for clients with complicated financial lives, without sacrificing efficiency on simple plans. Hands down, there really isn't any comparison between FP Solutions and the other software I've tried." Read more
Tim Faunt, CFP Doherty & Bryant Wealth Advisors Inc
It may be called "basic" but it's loaded with client-pleasing features. FP Solutions Basic makes it easy for you to give your clients a clear and compelling picture of their financial situation. And it gives you all the information you need to confidently guide them in the right direction.
FP Solutions Basic includes these planning modules:
One feature that makes FP Solutions so popular is its modular structure. Each level builds on the previous with more advanced planning modules. FP Solutions™ Plus includes additional modules to give you more in-depth financial planning capability, including sophisticated tax strategies and comprehensive insurance needs analysis.
The additional capabilities of FP Solutions Plus include:
"It was amazing," he says. "I would say that the software is almost single-handedly responsible for my success in this industry. I was light years ahead of my competition. I could go in and create a financial plan for clients and give them something that they'd never seen before."Read more.
John Armstrong, CFP Armstrong and Quaile Associates Inc.
With FP Solutions™ Advanced you'll be able to analyze your client's entire financial situation, no matter how complex it may be. It also helps you prepare plans faster and more easily because it includes powerful administrative tools to guide you through the planning process.
Additional planning features of FP Solutions Advanced include:
FP Solutions™ Business is the most powerful all-inclusive financial planning software on the market. It gives you the ability to do both personal and full corporate planning, so everything you need for your most sophisticated clients.
It includes all modules plus corporate planning features such as: