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Products: |
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MF/ILLUSTRATOR is easy-to-use mutual fund hypothetical software that produces
presentation-quality illustrations and has a unique marketing orientation that allows
Registered Representatives to focus on concept selling. There are two versions
of this program: Domestic and International VA/ILLUSTRATOR is easy-to-use variable annuity hypothetical software that produces presentation-quality illustrations and has the a unique marketing orientation that allows Registered Representatives to focus on concept selling. [More] Asset Allocation permits the evaluation of the client's risk tolerance, selection of an appropriate pre-designed portfolio from the customized choices, and a review of past performance of the selected portfolio. [More] Financial Playbook is a simple, powerful toolset that allows planners or sophisticated investors to quickly calculate complex financial scenarios, illustrating the results with both graphs and tables. The product includes 5 modules for calculating asset accumulation, income generation, college funding, cost of delay, and investment actual performance. By permitting the selection of which of multiple parameters to solve for, Playbook provides unequalled flexibility in defining and revising scenarios, and providing direct answers to financial questions. [More] |
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Company: |
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Concise Financial Planning Software, Inc. (CFPS) 3800 SW Cedar Hills Blvd., Suite 167 Beaverton, Oregon 97005 Phone: (503) 644-0666 FAX: (503) 644-1145 http://www.cfpsoft.com http://www.cfpsoftools.com |
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Contacts: |
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Tech Support: Tom Nelson support@cfpsoft.com (503) 644-0666 Executives: Joel Lundy, President/co-founder Neil Malling, VP/co-founder |
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About the Company: |
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Concise Financial Planning Software, founded in 1985, develops financial planning
software for brokers, planners, insurance agents and accountants. CFPS products are
easy to use and provide quality presentations, making them effective tools for both
salespeople and investors. CFPS products have been distributed to over 15,000 financial
services professionals worldwide by firms such as Pioneer Funds, State Street Research
Funds, Franklin-Templeton and MetLife. The company is based in Portland, Oregon. |
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