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 Bridging the gap in Financial Planning Software!
Finally, a computerized Financial Needs Analysis system that is not only easy to use but also affordable. Our financial
planning platform - Achieve™ was developed as a consumer focused planning tool.
Achieve™ allows Canadian
consumers the ability to create their own Objective Financial Plan in the comfort and privacy of their home or
office.
This financial planning platform is systematically laid out in fifteen (15) sections and was designed to
prevent the user from tedious and time-consuming data repetition. Therefore, the software’s ‘smart’ logistics
recognizes previously entered data and directs that data to wherever it needs it throughout the software.
Planning Sections Include:
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Personal and Family Data |
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Employment and Income Analysis |
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Goals and Objectives |
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Cash Flow Analysis |
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Net Worth Analysis |
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Retirement and Estate Planning |
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Risk Analysis |
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Life Insurance Analysis and Recommendations |
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Income Replacement and Debt Reduction |
Your time is precious, you can now do in minutes what would have traditionally taken hours.
In addition to the Powerful Financial Planning platform, the sofware has a myriad of CRA forms, online resources, loan and mortgage calculators, a reference library and much more....
Download your free trial version today, CLICK HERE
Copyright (C) 2009, Ledgers Financial Services Inc.
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