| 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 |
Building client loyalty with payroll services
Using drones to enhance audits