| These planning tools generate reports across many planning areas and generally are used by specialists. |
| Tool | Capabilities | Media | Demo available? | Contact |
| CCH Enteract Financial Planning Software | Integrated and comprehensive; has client DataXchange with Prosystem fx Tax. Compatible with CCH Solutions for Financial Planning. | CD-ROM | Yes. | www.cpa2biz.com ;
www.tax.cchgroup.com |
| CCH ViewPlan Advanced | General estate planning and generation-skipping transfer tax software. | CD-ROM | Yes. | www.cpa2biz.com ;
www.tax.cchgroup.com |
| Cheshire Financial Planning Suite | Covers wealth creation, planning for major goals, insuring against loss of earnings, minimizing taxes and preserving wealth for future generations. | Download | Free; up to five hours of use. | www.cheshire.com |
| ExecPlan Plus | Its comprehensive planning covers cash flow, tax, college, retirement and more. | Download | Free demo and tour. | www.sawhney.com |
| Financial Canvas | Model college funding, debt consolidation, 401(k) planning, retirement distribution strategies and many other functions. | Download | Web-based demo. | www.advancedimpact.com |
| Money Tree Suite | Easy Money, Golden Years, Retirement Solutions (see exhibit 1 ), rolled up to work together. | Download or CD-ROM | Free CD-ROM by mail. | www.moneytree.com |
| NaviPlan Standard; NaviPlan Extended | Standard, quick goal-based planning; Extended, comprehensive cash-based planning. | Desktop; Web-based enterprise platforms. | Free 30-day trial; CD-ROM download. | www.naviplan.com |
| PFP Notebook | Generates a complete personal financial plan. | Download | Free. | www.cpa2biz.com ;
www.brentmark.com |
| PlanLabX3 | Designed with middle-market clients in mind; covers cash flow, survivor needs at death and debt consolidation. | Download | Web-based demo. | www.advancedimpact.com |
| PlanningStation | Both single-issue goal-based planning and comprehensive planning. Interactive, real-time, integrated. | Browser-based. | Free online. | http://online.sungard.com |
| WealthCreator | Comprehensive; more than 40 calculations available. | Download | Free with registration. | www.investorssource.com |
| Wealth Planning Suite | Covers wealth distribution, estate planning, family limited partnerships and annuity strategies. | Download | Web-based demo. | www.advancedimpact.com |
