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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 VisiTools Features
Consolidates a series of indispensable planning tools
Quick and reliable results
Goal seek functions
Results can be graphed
Regular legislative updates
 
 
 
 
 
     
VisiTools
 

VisiTools is a collection of smart calculators that are used to work out calculations regarding:

  • Budgeting
  • Centrelink entitlements
  • ETP
  • Insurance
  • Investment results
  • Loans
  • Pensions
  • Superannuation.

The VisiTools calculators 'remember' the entered data while you are working with your client. You can return to a calculator and all your entered data will still be there.

The results from the VisiTools calculators can be printed and handed to the client.

 

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