Ultimate FinPlan

Ultimate FinPlan

UltimateFinPlan.com offers unique DIY Financial Products for Individual Customers as well as for the

07/06/2021

Ultimate Financial Planner Software for Individuals in India and Globally!
Price: ₹ 1,999 or $ 30
Validity: Lifetime
Link: https://ultimatefinplan.com/ufp-application

Software Capabilities:
• Monthly Budget Management
• Loan Management Calculators
• Financial Risk Profiling
• Financial Goal Planning
• Retirement Planning
• Life Insurance Planning
• Goal based Asset Allocation
• Investment Planning
• Net-Worth Statement
• Cash Flow Statement
• 25 Page Financial Plan
• 21 Page Information Organizer

Benefits for Individuals:
• Track Budget & Gain Control on Expenses
• Manage Loans & Become Debt Free
• Know your Net-worth
• Insure Adequately & Stay Protected
• Know your Financial Risk Profile & suitable Asset Allocation
• Achieve Goals: Dream Home, Vacation, Favorite Car & more
• Plan for Early & Comfortable Retirement
• Financial Plan: Simple to formulate & Easy to Implement

Happy Financial Planning!
www.UltimateFinPlan.com
One-Stop Financial Shop

07/06/2021

Ultimate Financial Planner Software for the Financial Advisors in India and Globally!
Price: ₹ 9,999 or $ 149
Validity: Lifetime
Link: https://ultimatefinplan.com/ufp-application

Software Capabilities:
• Monthly Budget Management
• Loan Management Calculators
• Financial Risk Profiling
• Financial Goal Planning
• Retirement Planning
• Life Insurance Planning
• Goal based Asset Allocation
• Investment Planning
• Net-Worth Statement
• Cash Flow Statement
• 25 Page Financial Plan
• 21 Page Information Organizer

Benefits for Advisors & Professionals:
• 25 Page Automated & Self-branded Financial Plan
• Quickly Formulate Holistic Financial Plan for Clients
• Avoid time wastage in calculations
• Effective Client Engagement with insights provided in plan
• Pitch need based Financial Products
• Win More Clients & Do More Business!
• Customize Risk Profiling & Asset Allocation Logics

Happy Financial Planning!
www.UltimateFinPlan.com
One-Stop Financial Shop

07/06/2021

Newly Launched - Ultimate Financial Planner V2.0

• Single View Financial Dashboard
• More insightful 25 Page Financial Plan
• Detailed 21 Page Information Organizer
• Improved UI with graphics and charts
• Plus many more improvements and features

Available in 3 Variants: Individual, Advisor Lite and Advisor Pro

For more details and demo visit https://ultimatefinplan.com/ufp-application

16/11/2020

Ultimate FinPlan Product Offering for Individuals and Financial Advisors in India & Globally