Insert client data and projections into
plans automatically
Customise reports
Merge data from other VisiPlan modules into
documents
Establish a library of templates
VisiPlan's Word Writer module
is fully integrated with Microsoft Word so that
you can take full advantage of the powerful features
of Word to produce standard templates and financial
plans, or customise your reports.
Word
Writer allows you to automatically merge your
clients' data, projections and graphs into your
financial plan and report templates.
