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Powerful & User-friendly financial planning software  
     
 

VisiPlan
Components

Fact Find
Client Management

Products
Client Folders
Insurance Plus
Invoicing
Brokerage Manager
Risk Profiler
Word Writer
Excel Writer
Portfolio Manager
VisiTools
VisiSnapShot
VisiModelPlan

Gateway

    Key Excel Writer Features
Fully integrated with Microsoft Excel
Insert data into spreadsheets automatically
Merge data from other VisiPlan modules into spreadsheet projections
Establish a library of templates
 
 
 
 
 
 
     
Excel Writer
 

Use VisiPlan’s Excel Writer module to quickly export your client data, modelling projections and graphs into Microsoft Excel.

You can then use Excel to carry out any data analysis or manipulation that you may require.

You can use existing spreadsheet models because they can be easily converted to incorporate the data available from VisiPlan.

 

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