PlanMode Financial Planning
COMPREHENSIVE FINANCIAL PLANNING Hel..
基本信息
- 更新日期:
- 版本:
- 2.3
- 大小:
- 32.0 MB
- 类型:
- 财务
- 平台:
- iPad
- 评分:
- 发布日期:
- 2021-09-14
- 价格:
- 免费
- 开发者:
- Sawhney Systems
应用更新
New financial, retirement, death and disability projection displays. • Multiple presentations to view a plan from different perspectives i. Retirement perspective with a Level-of-Preparedness gauge ii. Birdseye view of the entire planning span iii. Numeric perspective • New enhanced numeric keypad for quick input • Graphs enlarge when tapped and can be set as the default view • Reports and graphs can be emailed as PDFs
PlanMode Financial Planning应用截图
PlanMode Financial Planning应用简介
COMPREHENSIVE FINANCIAL PLANNING
Helping you answer basic and intricate questions like-
When will I have enough to retire on my terms?
How long will my portfolio last in retirement?
Am I sufficiently insured for cash flow needs?
What will be the bottom line impact of a new investment?
Is my family protected for their needs if I am disabled or die?
PlanMode provides you with a powerful tool to analyze these and other situations. It is easy to use and its usage is limitless; you could use it to analyze almost any financial scenario which impacts just in the current year or many years to come.
You can use it for a quick analysis of an investment, saving or other option; or build a complete financial profile and use that base to analyze short and long-term options as you come across them. The preparation and review of a financial profile by itself can provide invaluable insights of the future.
KEY FEATURES
This app can-
• Prepare complete financial profiles, including-
– Current & projected income and expenses
– Bank accounts
– Retirement accounts
– Business & Investments
– Stocks & Bonds
– Insurance policies
– Real estate
– Mortgages & loans
– Cash management simulation
– Social security
– Income taxes
• Compare financial alternatives
– Unlimited what-if scenarios
• Prepare retirement profile automatically
– Determine lifelong capital needs
– Analyze liquid capital sufficiency
– Alternatives to fill capital shortfall
• Prepare disability profiles automatically
– Analyze cash flow sufficiency
– Alternatives to fill cash shortfall
• Prepare death profiles automatically
– Determine survivor’s capital needs
– Analyze income sufficiency
– Alternatives to fill capital gap
REPORTS & CHARTS
A complete set of financial statements is available for each scenario. PlanMode provides you with comprehensive analysis of retirement and other scenarios for lifetime capital needs and the capital available for its fulfillment. When capital resources are not sufficient PlanMode provides suggestive courses of action that may fill the shortcoming. The following reports are available for each profile scenario-
• Income Statement
• Balance Sheet
• Cashflow Statement
• Supporting Information
• Capital Needs Analysis
• 8 pie charts providing profile snapshots in any year
• 8 line graphs providing overall snapshot of the profile
All charts and graphs dynamically respond to your data.
COMPREHENSIVE
PlanMode includes a number of features that can be found in high-end financial planning systems, such as-
• Profiles for singles and married spouses
• Planning span of up to 100 years
• Retirement profile and analysis
• Disability profile and analysis
• Survivor’s profile and analysis
• Automatic cash management simulation
• Detailed annual cash flow analysis
• Personalized data input items
• Customizable financial statements
• Ample graphs & charts for quick overview
• Scenario comparison for what-if analysis
• Export data to ExecPlan or Express
• Definable national & local income taxes
• Built-in USA income taxes
• Predefined product structures for-
• Individual Retirement Accounts
• Company Retirement Plans (401k)
• Self-employed Retirement Plans
• Mortgages
• Life Insurance
• Fixed & Variable Annuities
• Charitable Annuities
• Reverse Mortgages
WORLDWIDE INCOME TAXES
USA
US individual income tax computations are built-in and applied as applicable. State and local taxes can also be defined via built-in templates.
NON-USA
Non-USA individuals can turn the USA option off and activate a generalized version that allows you to define how income tax should be computed for national & local levels.