VisiPlan
is a powerful user-friendly financial planning
solution that offers the flexibility and functionality
required to run a successful financial planning
practice. VisiPlan enables a financial planner
to prepare strategy-based advice and written recommendations,
manage clients’ investments and provide
ongoing service. The individual modules are designed
to meet client management and back office requirements.
The
complete VisiPlan package includes a number of
modules that are designed to meet all of your
client management and back office requirements.
