Free Training
Now included with your Builder Suite purchase
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Plan Builder financial planning software helps you develop comprehensive financial plans, quickly and easily. Create unlimited "what-if" scenarios - including Monte Carlo simulations - then illustrate your plans with colorful charts and graphs. In real time. Plan Builder's compelling, easy-to-understand presentation helps your clients see the wisdom of your plans immediately. FINRA reviewed
Frequently Asked Questions - Our prospects have found this to be a valuable asset to their knowledge of the Plan Builder investment decision making. |
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| Financial Notebook is a revolutionary, new data-gathering add-on for Plan Builder. Your clients fill in their own data electronically, reducing tedious data entry on your part. Plus, helpful prompts yield more accurate information, so you spend more quality time with your clients. |
Practice Builder Client Relationship Management makes it easy and efficient to introduce a new service or product, comment on the market conditions, introduce your firm to a new prospect, keeping "Top of Mind Awareness", send seminar follow up material or orchestrate a complete marketing campaign.
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The point is this: Become more productive with FPC's integrated Builder Suite products. Call today at 800.666.1656 or email Plan Builder
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