Intellect Financial Planner

Intellect Financial Planner is an easy to use financial planning tool. Its comprehensive functionality enables users to perform Financial planning, Insurance planning, Retirement planning in an intuitive manner.

Features
·In-detail capture of financial details
·Plan your finances to achieve multiple goals
·Income and expense based insurance planning
·Retirement planning
·Goals to Asset earmarking
·Cashflow projections
·Investment planning
·Supports upto 10 clients

Upcoming premium version features
·Customized branding and theme interface – Add your company logos
·Risk profiling, Model portfolio creation
·Create and add your own asset classes, liabilities, goals, income types, expense types
·Set default growth rates for incomes, assets
·Signature capture for plan acceptance from customer
·Generate and mail detailed financial plan reports, Cash flow reports, Pre retirement, Post retirement projections
·Supports unlimited number of clients

Intellect Financial Planner comes from Polaris FT’s well acclaimed Wealth Management Solutions.
Best-in-Class Advisor Workstation Solution in the Enterprise Support category – by TowerGroup
Best and Most User friendly Advisor Workstation Application on iPad- by MyPrivateBanking Research

For any queries on this app please reach us iwbsg@polarisft.com

更新履歴
- Help is now available
- Navigation updates in input capture