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PlanLab

PlanLab

PlanLab offer a suite of up to 5 financial planning tools providing IFAs with internet-based, multi-level business and report-generating facilities available from their online financial planning platform.

Retirement Road Map - focuses specifically on retirement planning by helping you answer two key questions: "Will I have enough put aside for a successful retirement? If not, how much more do I need to find?"

Life Goals - allows you to create a customised presentation for each client that illustrates their multiple needs and how you can solve them with insurance and investments.

Financial Needs Analysis - is a carefully designed, intuitive fact find-based tool that captures clients' details and presents clear and effective proposals for the client including a lifetime cash flow analysis.

Retirement Test Drive - allows you to visually demonstrate to clients the "What ifs?" of retirement by generating a personalised, scenario driven presentation that shows their situation and problems and the impact of any proposed solutions.

Financial Strategies - is PlanLab's flagship tool, providing a comprehensive, product neutral review and analysis of 10 different areas of need ranging from retirement planning and investment portfolio construction to sophisticated education funding and lifetime cash flow analysis.

You can access all five report-styles, see sample outputs (including cashflow ledgers), look and listen to sample tutorials and subscribe (if you wish) by clicking here.

The tools can be purchased individually or as a package at a significant discount for Ascentric users. PlanLab Store revolutionizes how advisers buy and maintain financial planning software by:

  • charging monthly subscriptions that do not attract VAT
  • having no charge for training or support which is carried out online
  • allowing users to cancel anytime they wish giving just a few days notice
  • allowing additions to be made to the PlanLab toolset at any time by purchasing additional product subscriptions when they are needed
Cost Details:

  • Retirement Road Map - £35/ month
  • Life Goals - £45/ month
  • Financial Needs Analysis - £45/ month
  • Retirement Test Drive - £55/ month
  • Financial Strategies - £65/ month
  • "Suite Deal" – All five of the above - £120/ month
For further information contact: Eric Mackereth - 01743 248 515 - sales@bmcprofiles.com