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The Investment Needs Analysis creates an understanding of the client's risk tolerance for each of the plans in their portfolio.

Features and Calculations

  • Creation of portfolios according to the 5 risk ratings.

  • Includes all types of products offered by both mutual fund companies and insurance companies.

  • Investor profile.

  • Fund facts automatically added.

  • Investment and regular deposit or withdrawal calculator.

  • Explanation of the advisor's compensation remuneration mode.

Facilitates Advisor Compliance !

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ABP | Maxomsoft | PlanVIE | Icone

Others Applications of the LIFEPlan System

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Module for collecting personal and financial information allowing you to forget nothing and to have all the required documents. In addition, it promotes a climate of trust with your client.

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Determines the financial strategies that will best contribute to achieving goals and retirement, while also taking into account needs and priorities.

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Identifies needs in the event of death, disability, critical illness or loss of autonomy.

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Determines the life and critical illness insurance needs of shareholders and key employees of a company.

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Legal Notice and Privacy Policy

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This financial planning tool is for the exclusive use of professional financial advisors. Although we have made every effort to ensure the accuracy of the information provided, we cannot guarantee its accuracy or completeness. By using this tool, you agree to accept all responsibility for its use and will hold Maxomsoft Innovations Inc., its employees, and anyone associated with the creation of this tool harmless from any and all liability that may arise as a result of the advice you may or may not give to your clients.

© 2023 Maxomsoft Innovations Inc.

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