LIFEPlan | Financial Planning Software for Canadian Advisors
LIFEPlan is well suited for advisors who want to present a more complete financial roadmap in a way clients can understand.
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By organizing planning data in a more visual and structured environment, the platform helps advisors communicate financial strategies with greater clarity and confidence.
LIFEPlan is financial planning software built to help advisors create practical, structured, and client-friendly financial strategies.
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The platform supports retirement planning, drawdown planning, goal-based financial analysis, and multiple planning scenarios that reflect changes in a client’s life and priorities.
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According to the brochure, LIFEPlan helps determine the financial strategies that best contribute to achieving goals and retirement outcomes while taking into account client needs and priorities.
​The system includes a range of advanced calculations that are highly relevant for Canadian advisors, including automatic tax calculation, support for multiple income types, income splitting, capital gains calculations, LIRA and LIF rules, Old Age Security recovery, and flexible drawdown priority by plan.
Determines the financial strategies that will best contribute to achieving goals and retirement, while also taking into account needs and priorities.
