Intellect Financial planner for iPad is an easy to use financial planning app for advisors. Its comprehensive functionality enables users to to perform financial planning, insurance planning, retirement planning in a quick and intuitive manner
- 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
- Risk profiling and model portfolio creation
- Client signature capture for plan acceptance
- Generate and mail detailed financial plans