MasterPlan Financial Software

Financial Services - Vacaville, California, United States

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MasterPlan Financial Software Details

MasterPlan Financial Software is a software manufacturer & service company which provides a financial planning software product to professional Financial Advisors who provide all or part of a personal financial plan to their clients.MasterPlan's financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, & pays in taxes from the current year through retirement & beyond to life expectancy.We've everything you expect, such as retirement planning, estate planning, capital needs (life insurance), budgeting, what-if scenarios, disability & education needs analyses, cash flow & tax planning, balance sheets, etc.Moreover, we've many unusual features like business valuation, real estate analyses & investment modeling.We not only excel in risk analysis, tax planning & long-term projections, but also at presentation. We've unlimited ad hoc & many predefined graphs, text reports, one-page summaries & a detailed projection report for the most analytical & picky.Thus, we're not only one of the most powerful & flexible programs, but we can produce selective reports & graphs for client presentations catering to the verbal, visual, bottom-line or detailed client mindsets.

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Employees: 2
HQ: +1 800-229-5080
Location: Vacaville, California, United States
Revenue: 24.2M
MasterPlan Financial Software Technologies
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