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