No two clients are the same. No two plans are identical. You need the flexibility
of FP Solutions. Its modular design lets you customize the right plan for every client.
With four levels of planning sophistication, FP Solutions lets you choose the amount of
“planning horsepower” that best suits the needs of your clients and those of your practice.
, Advanced and Business.
Each builds on the previous level to provide access to more in-depth planning.
The Basic and Plus levels are ideal if your practice is focused on investment and/or insurance product
recommendations and lifestyle needs. The Advanced level has the depth to handle the most
demanding client situations and the Business level offers the only comprehensive corporate
planning available in Canada today.
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.
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.
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.
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.