Paraplanner.info

 

 

 

             

 

 

 

 

Financial Planning Software

 

Financial Planning Programs

 

Coin

Latest and apparently greatest. Created by Ian Litster who was a key Visiplan guy before it was bought out by Otto Buttula's IWL Takes up where Visiplan left off.

 

Xplan

Also created by refugees from Visiplan.

 

Visiplan

Brainchild of Robert Green who sold out to IWL.  Visionary when new looking a little ancient now. Competent but lacking in user friendliness. Takes a while get good at.  Lots of modules which are not necessarily used. To get the most out of you need to spend a lot of time fine tuning templates via coding. Shithouse usability for the word document creator. Model Plan creates projections that are hard to understand.

 

Insurance Quote Software

 

 

Insurance Comparison Software

 

Life Rearch

By Boss Software International, now via the web.

 

Risk Researcher

By Plantech

 

 

 

Risk Profiling