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By far the most comprehensive financial planning software I’ve seen. The accountants with whom I collaborate love the actual tax rates in projections and the accuracy of the tax details.
Terry M.
Dundee Securities

The right financial planning software can exponentially increase the level of service you provide to your clients.

  • Advise more thoroughly with the most comprehensive financial planning tool on the market
  • Demonstrate greater value with the highest quality of personalized reports, and tools that present the financial value of the planning and advice you provide
  • Plan for every scenario with four product levels of planning sophistication, from the simplest retirement model to the most complex plan for corporate accounts
  • Work more effectively with fact finding tools, executive summaries and T1 tax calculations at your fingertips
  • Sell more strategically with 14 fully integrated planning concepts highlighting relevant products and services
  • Deliver a better client experience by simplifying the complex, with transparency and accuracy

FP Solutions offers a choice of four levels of planning sophistication

Basic

Give your clients a clear and compelling picture of their financial situation armed with all the information you need
 
 
 
  • Full investment and retirement planning
  • Education savings and Lifestyle needs
  • Personal use real estate and assets
  • Loan and debt amortization
  • Investment deposit/withdrawal solve tools
  • Sales concepts
  • Monte Carlo simulations

Plus

Includes additional modules to give you more in-depth financial planning capability, including sophisticated tax strategies and comprehensive insurance needs analysis.
 
 
  • Everything in the Basic plan and:
  • Insurance needs
  • Disability capital needs (DI, CI, LTC)
  • Survivor Capital Needs (Life Insurance)
  • Commercial real estate
  • Estate capital needs (tax and liquidity)

MOST POPULAR

Advanced

Analyze your client's entire financial situation, no matter how complex it may be. Prepare plans faster and more easily with included powerful administrative tools to guide you through the planning process.
  • Everything in the Plus plan and:
  • Detailed income projections
  • Planning assistant
  • Advanced net worth cash flow projections
  • Common planning strategies
  • Change in financial position – show the value of your advice

    Business

    The most powerful all-inclusive financial planning software on the market for both personal and full corporate planning. Everything you need for your most sophisticated clients!
     
     
    • Everything in the Advanced plan and:
    • Estate freezes, family trusts
    • Shareholder loans and share redemption planning
    • Holding and operating companies
    • Corporate owned life insurance
    • Corporate owned investment portfolios and real estate
    • And much more!

    Customer Testimonials

    It was amazing,” he says. “I would say that the software is almost single-handedly responsible for my success in this industry. I was light years ahead of my competition. I could go in and create a financial plan for clients and give them something that they’d never seen before.
    John Armstrong, CFP
    Armstrong and Quaile Associates Inc.

    Book your personalized training or case consultation today and start using FP Solutions like a pro.

    Wolters Kluwer offers personalized training to help you get the most out of FP Solutions. These training sessions are customized to suit your specific needs to ensure that the knowledge you gain is relevant to your practice and to the needs of your clients.
    Contact Us
    Contact Us

    Please contact us for more information or to schedule a training session.

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