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Ativa Interactive Corp. 1063 King Street West, Suite 265 Hamilton, ON L8S 4S3 Phone: (800) 592-4046 Email: info@ativa.com Website: www.ativa.com Concept Toolkit and Planning Toolkit are two software solutions that are exceptionally easy to use by advisors and exceptionally easy to understand by clients. Concept Toolkit combines 300 visual calculators and financial concept illustrations with point-and-click ease of use. Planning Toolkit lets you prepare financial plans with any of it's ten planning modules: Personal Data, Cash Flow, Net Worth, Asset Allocation, Retirement, Life Insurance, Disability Insurance, Education and Recommendations. Top
Neuralus Canada Winnipeg, Manitoba Phone: 204-272-7173 Neuralus U.S.A. San Diego California Phone: 858-776-7549 Email: info@cashflowinsite.com Website: www.cashflowinsite.com Cashflow INSITE™ is the only budgeting application that offers client/advisor collaboration. We believe an advisor’s knowledge and guidance is an integral part of their clients’ financial success, now you can provide a solution that allows your clients’ to easily track their spending. The advisor view of Cashflow INSITE gives you the ability to monitor your clients’ cash flow, creating additional opportunities to provide advice and further strengthen your relationship. In today’s economic environment, virtually everyone is concerned about their spending. Cashflow INSITE™ is a web-based budgeting application that learns and adapts to user interaction, which automates the task of assigning future transactions. Cashflow INSITE greatly reduces the time and upkeep for users to track their spending which has been a major roadblock with traditional budgeting applications. With your guidance, helping clients get on track with their spending allows them to focus on taking control of their finances. Cashflow INSITE provides you as the advisor the opportunity and information to show clients the potential investment opportunities available within their budget. Top
CCH Canada Phone: (800) 268-4522 Website: www.cch.ca FP Solutions is a single financial planning software program with 4 entry points – Basic, Plus, Advanced and Business. Each level builds on the last to provide access to more in-depth planning modules – all completely integrated and flexible. With all the FP Solutions levels, you simply choose which modules you need to build the right plan for any client – so each plan is customized for the individual needs of your clients. CCH also provides FREE training and support for all products. Live web-cast training sessions, web-based tutorials and our exclusive Knowledge Base. Top
4480 Concession 2 Stouffville, ON L4A 7X4 Phone: (800) 668-2363 Email: inquiries@gobeil.ca Website: www.gobeil.ca The Canadian Retirement Planner's Software lets you efficiently and quickly prepare a sophisticated retirement plan, including text. The amount of capital required to fund a comfortable retirement is enormous, and the tax considerations in accumulating and spending it are paramount. Proper planning can make the difference between financial independence and poverty. You can guide your clients by preparing retirement income projections and retirement savings plans, and developing strategies to meet their retirement objectives. Top
Mackenzie Financial Corporation 150 Bloor St West, Suite M111 Toronto ON M5S 3B5 Phone: (800) 387-0614 Website: www.mackenziefinancial.com InfoMack 4 is now available! With the new updated InfoMack 4, you get the benefit of 27 tools and calculators - from the comprehensive, easy-to-use Retirement Planner to a variety of quick and easy calculators covering personal savings, investments, mortgages, loans, insurance and more! In addition to the financial calculators, InfoMack 4 provides you with valuable business building tools, fund information and sales support material - everything you need to help them provide the best financial advice possible to your clients. And, as it always has been, InfoMack is free. Top
AIM Trimark Investments 5140 Yonge Street, Suite 900 Toronto, Ontario M2N 6X7 Phone: (800) 631-7008 Website: advisor.aimtrimark.com Developed by AIM Trimark , in sync is a strong entry-level financial planning tools in sync was initially released in the 1996 by Trimark before it was bought by AIM. The tool has become a sound and practical basic financial planning tool suitable for most planners. Top
55 Mary Street, Unit 200 Lindsay, Ontario K9V 5Z6 Phone: (800) 364-1293 Email: info@planplus.com Website: www.planplus.com PlanPlus is a leading provider of wealth management solutions to financial services firms worldwide. Our approach is based on 15 years of experience in delivering personal financial planning and investment advisory tools: Tools & Technology- Web-enabled advisory software - J2EE multi-lingual, multi-currency and multi-jurisdictional. Knowledge- Training and eLearning programs that show you how to implement a wealth management solution. Process- Our award winning Wealth Enhancement Process™ that integrates the solution into your business flows. Top
EISI 500 - 330 St. Mary Avenue Winnipeg, Manitoba R3C 3Z5 Phone: (888) 692-3474 Email: sales@naviplan.com Website: www.naviplan.com The Naviplan suite of products, developed by EISI, is a complete line of highly-integrated planning tools for the Canadian and American financial services industries. EISI's online and desktop financial planning tools are designed to meet the needs of all segments of the financial planning industry. The company's powerful NaviPlan desktop tools are ideal for independent advisors and fee-based planners while EISI's online and desktop NaviPlan enterprise solutions provide the functionality and flexibility to meet the enterprise needs of any financial institution. Top
Fimetrics Systems Ltd. 2338 Nelson Avenue West Vancouver, BC V7V 2R2 Phone: (800) 663-4088 Email: support@fimetrics.com Website: www.fimetrics.com RRIFmetic is a tax-based cash flow management tool, suitable for planning for retirement and other short-term or long-term financial goals a client may have. What 'RRIFmetic does is to take your estimates of these future elements (salary/pension/rental income, an inheritance or capital gain, CPP, loan payments or insurance premiums, etc) and automatically calculate an investment cash flow schedule which exactly generates a smooth after tax income (ATI) or lifestyle. A lifestyle which you specify. The result is a schedule of payments in, out and between the two capital pools (registered and non-registered) which forces out that exact smooth net income. (and does it in seconds!) Top
Financial Plan Advantage Ltd. Phone: 866-624-8503 Email: support@fpadvantage.com Website: www.fpadvantage.com The Razor utilizes a "Whole Wealth" approach to financial planning that includes proven planning strategies and T1 based tax calculations. The Razor helps deliver financial advice that not only addresses all of your client's needs, but advice they will also understand. In addition to using a whole wealth approach, The Razor automates the analysis of your client's financial needs by answering their most important retirement planning questions. The Razor also addresses your client's risk management needs by calculating the optimal amount of coverage for Life, Disability, Critical Illness and Long Term Care Insurance. Top
2625B Yonge Street, Toronto, ON M4P 2J6 Phone: (888) 578-3247 Email: info@visionsystemscorp.com Website: www.visionsystemscorp.com VisionWorks is the only realistic, "dynamic," personal life-planning model. You can enter your current circumstances, explore an unlimited range of lifestyle options, and quantify your entries exactly according to your life plan because VisionWorks is dynamic — you can change any entry over time. For example, you can model semi-retirement and a less active lifestyle as you age. All other financial planning programs are "static" and therefore artificial. For example, they might ask you to enter an annual savings target, but savings vary from year to year. Or, they ask you to enter one annual spending amount for your retirement years, but your spending will decline as you age. The math behind static models is wrong. And so are the planning conclusions. |
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