Tools

A complete financial advice solution

The finPRO™ tools are a complete package of tools and templates for creating statements of financial advice.

System Requirements

Microsoft Office 2007 or a later version

User Guide

Step-by-step guide for using the finPRO™ tools to create effective, compliant financial advice.

Spreadsheet

Linked sheets are used to develop integrated advice, or advice in just some areas, enabling you to create modular or comprehensive financial advice. Separate areas for:

Personal and family data, assets and liabilities, various budgets, and current insurance, savings and investments (used as required)
Automated education, workplace and retirement savings calculations
Insurance needs calculations and recommendations for change
Simple investment risk profiler
Analysis and evaluation of current investments / investment strategies and recommendations for change
Retirement planning and lifetime illustrations (with the ability to illustrate a range of alternative scenarios)
Your assumptions (inflation, returns, fees, costs, commission...)
Details of recommended insurance, savings, investment products

Documents

Engagement and authority form
Data collection booklet with autoated link to the tools
Covering letter/email and invoice
Automated template for producing compliant, professional comprehensive or limited statements of advice

Support

The initial training, User Guide, and context sensitive help provide most if not all the help you need, but if you need it help is also available by email and (limited help) by phone.

Regular updates ensure the tools remain up to date with regulatory and other requirements.

Additional workshops provide an opportunity for small groups of finPRO™ users to network, learn, and share valuable ideas.