All Programs Overview

  Home

  Company Info

  Enterprise Software

  Financial Playbook

  Contact Us

  Site Map

 Mutual Fund Illustrator   Variable Annuity Illustrator   Asset Allocation   Financial Playbook 


All of our Enterprise Programs feature:
  • Unlimited distribution rights at no extra cost, so you can cost-effectively distribute your sales tools as widely as possible.
  • Customized graphics that feature your company's name and logo and present the on-screen "look" you desire.
  • All reports and graphs include disclaimers written or approved by your compliance staff.
  • Calculations fully customized to exactly match your in-house calculations. No need to settle for "approximate" performance illustrations.
  • Full control over the range of inflation and growth rates permitted in illustrations utilizing these parameters.
  • User-friendly, industry standard, installation programs and complete Help files.
Our programs can be downloaded from Web sites to the end user's computer or distributed on disk or CD. Web versions are also available. This flexibility permits the widest number of salespeople to obtain, use and update your programs in the manner they prefer.

MF/ILLUSTRATOR
Mutual Fund companies use this program to illustrate the performance of their funds in multiple ways, and to demonstrate how their funds may be used to accomplish client goals.

There are two versions of this program: Domestic US and International.

The Domestic US version uses American English for all input and output and US dollars for currency.

The International version may be customized to any language and normally utilizes at least two currencies - the basis currency (in which the fund is denominated) and a local currency. For countries in the euro region of the EU, the euro is included in addition to the local legacy currency.


VA/ILLUSTRATOR
Companies that sponsor and/or distribute Variable Annuities use this program to illustrate in various ways the performance of their investment options, and to demonstrate how their variable annuities may be used to accomplish client goals. Details

Asset Allocation
This program includes a Questionnaire to evaluate the client's risk tolerance, a review of the client's current portfolio and a suggested portfolio based on the client's risk tolerance and investment time horizon. This program is usually distributed with MF/ILLUSTRATOR or VA/ILLUSTRATOR as a complementary selling and presentation tool, but can be used on a stand-alone basis. Details

Bulk Purchase of "Financial Playbook"
Normally sold directly to Financial Planners, Brokers, Insurance Agents and other Financial Services professionals, this program may be purchased in bulk for distribution to your sales force. There are several opportunities for "branding" the program with your corporate identity.

Financial Playbook enables the user to quickly quantify clients' goals, and design and illustrate in fully customized reports and graphs the necessary saving strategies for reaching those goals. This motivates clients to start investing and continue investing. The ability to save scenarios permits easy tracking of client progress and development of modifications to the strategy as necessary, which promotes and encourages further client contact. Details


© 2002 Concise Financial Planning Software, Inc.