PlanPack is comprised of a range of calculation packages that are
thoughtfully designed to give a high degree of functionality while
maintaining that ease-of-use for which CCL are rightly famous.
Lifetime Cashflow is a complete
holistic planning system to assess clients' future finances based
on the known facts and your measured assumptions. All elements
of a client's lifestyle, together with their hopes and fears, are
represented in a single plan with user-definable growth and indexation
rates. As changes are made, you can instantly see the results of
every action in tabular format or as a colourful graph.
This is probably the single most used piece of software by financial
advisers around the world and creates more sales than any other program
we know. The his program has helped thousands of IFAs initiate substantial
levels of investment and many of our clients say that this one item
of software makes them more money than anything else.
Target Funding is an additional useful function
of this planner that allows you to set financial goals and demonstrate
options to fulfil the plan by a mixture of single and regular contributions.
Again, instant re-calculation takes place as the data is amended.
School Fees Planning can end up being a waste of
time, so whether your clients intend to fund education by a single
investment, usually extricated from wealthy grandparents, or by their
own saving monthly, this package lets you advise on the level of
contributions required.
As this will generally prove to be unaffordable, this program helps
you prove quickly that the concept is totally beyond their means
and dispense it, so that you can get on with something more worthwhile.
Client Accounts offers full time/cost analysis
together with a complete audit trail and history of your dealings
with clients, working equally well for both fee-based and commission-earning
IFAs.
The reports indicate which clients are the most cost-effective and
which are wasting your time and costing you money. Entries can be
made manually or clocked automatically while you are working.
All entries are automatically sorted into chronological order, even
when late entries are posted. The system also helps in the preparation
of invoicing fees and helps reconcile commission earnings as well
as creating a detailed history of the work you have undertaken for
each client.
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