Tracking sales and managing an online business can be a tiresome and daunting task for many of us. Every financial advisor is expected to put the interest of their clients at their priority list. A trustworthy relationship with the clients brings in more clients and income to the user’s business. In the meantime, there are multiple hurdles that one has to cross. It includes the difference in language, currency, and jurisdiction. In order to solve this problem, small and large business firms have started using automated software that aims to ease out their business functions.
Planplus is an efficient financial management, sales tracking, and business management software that provides its users with a platform, enabling them to bring a worldwide perspective on their practices with a competent financial planning solution. The software, therefore, allows scalable and cost-effective delivery of the services. It delivers results based on both goal-oriented planning and cash flow. It is also the only financial planning software that allows its users to work under any jurisdiction with any currency. Further, multiple languages across the globe are supported by the software.
How is Planplus software beneficial for you and your firm?
Planplus is equipped with multiple advanced features that turn out to be beneficial for its users. Here are a few features that might help you to get a better understanding of the software.
Investment Policy Statement: The software provides its users with an updated list of investment policies, enabling them to make a clear choice regarding the policy suitable for themselves or for their firms. Users can download the strategies in PDF or Word format based on the plan they have opted for.
Multiple Portfolios: Users can create and manage various portfolios with Planplus. Only when they have opted for any of the paid plans. The software allows users to maintain multiple portfolios for purposes such as lowering the chances of over or under investments of funds towards a particular goal.
Modular goal-based planning: Planplus offers advanced solutions to its users, enabling them to create a model based on their goals. Users can use these solutions to manage their finance accordingly in a way that will enable them to reach a specific goal.
Retirement Planning using Cash Flow Based Multi Life Goals: The software enables its users to plan their retirement accordingly, with the help of various goals based on cash flows. It also enables them to set a better target to accomplish the said goals. Users can use these goals to decide their priorities and minimize the risk factor as much as possible.
Progress Review: Planplus enables its users to review the progress and keep track of their plans and goals. Users can evaluate the risks and other kinds of alterations required in their plans to yield better results at the end.
• Estate planning: The software helps its users to effectively plan their estates and figure out the best possible use of their wealth and assets after their demise. Effective and efficient planning ensures the users that their assets will be completely safe and secure after their demise.
Help Desk: Planplus features an affluent help desk facility. It provides meaningful support to its user’s in case of any confusion or questions. The support is offered to the user via phone, emails, and live chats by the support executives of the software.
Learning Circle: The software offers online training sessions for its users that provides them with knowledge on advising individuals on effective ways to manage their finances. These sessions are designed to educate and inform the users of the recent developments along with the items of interest in financial planning.
Virtual Training: Planplus offers its users with training that cannot be taken from anywhere else. The training is beneficial for the users as it provides them with an interactive forum where they can resolve the queries and issues through interaction with a qualified instructor.
Case consultants: The software enables its users to apply theoretical knowledge into practical use as it provides users with various case studies. Users can benefit deal with complex situations with ease through the software.
Planplus Software provides its users with various features and tools and enables them to carry on with the complex and challenging tasks of managing business and finances online with ease. The software is available in three different levels, and users can sign up and purchase their package in no hidden fees. It provides its users with monthly subscription plans that give them freedom and flexibility to change their choice if needed.
Planplus has also launched a new product named SuitabilityPro, which includes the FinaMetrica Profiler that is currently available in the USA, United Kingdom, Australia, and Canada and will soon be available in other countries too. Users can also compare their current progress with the previous reviews and meetings, and hence improve themselves accordingly through the software.