Exhibit 2: Tools for Comprehensive Planning
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. ;
CCH ViewPlan Advanced General estate planning and generation-skipping transfer tax software. CD-ROM Yes. ;
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.  
ExecPlan Plus Its comprehensive planning covers cash flow, tax, college, retirement and more. Download Free demo and tour.
Financial Canvas Model college funding, debt consolidation, 401(k) planning, retirement distribution strategies and many other functions. Download Web-based demo.  
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.  
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.  
PFP Notebook Generates a complete personal financial plan. Download Free. ;  
PlanLabX3 Designed with middle-market clients in mind; covers cash flow, survivor needs at death and debt consolidation. Download Web-based demo.  
PlanningStation Both single-issue goal-based planning and comprehensive planning. Interactive, real-time, integrated. Browser-based. Free online.  
WealthCreator Comprehensive; more than 40 calculations available. Download Free with registration.  
Wealth Planning Suite Covers wealth distribution, estate planning, family limited partnerships and annuity strategies. Download Web-based demo.  


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