Description: ExecPlan Professional Financial Planning System
professional (11032) finance (10215) personal (9926) best (8576) financial (4397) selling (1888) flexible (599) comprehensive (488) #1 (216) deatailed (1)
Our top-of-the-line planning software for professional financial planners. At Sawhney Systems, we have been developing and supporting financial and tax planning software for 3 decades. By carefully listening to users, we have continually refined ExecPlan to meet the ever changing needs of financial planners. And, by harnessing advances in the technology, we've led the way in innovative solutions, helping us create the most versatile financial planning software available for individuals.
ExecPlan is designed to meet and surpass your planning needs empowering you to fully meet your elite client’s planning needs regardless of their magnitude or complexity. This single system can make your practice more efficient and profitable, with a minimum learning and expense. Its tax implementation is up-to-date with the latest laws stemming from the 2017-2018 Tax Cuts and Jobs Act (TCJA).
Today, our financial needs are more diverse than ever before. With ongoing changes in the economic climate, tax structure, investments, retirement and other savings options for the nest egg, there is a growing need for comprehensive financial planning in order to maintain sound financial profile across all levels of clientele. Among the key ingredients needed to insure success in this process are the tools you use to help analyze your alternatives and develop financial plans that are most suitable to your c