Planit Community Edition

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PlanPlus Planit Community Edition is the FREE level of the PlanPlus financial planning software. This is a global solution and currenty available in English, French, Spanish and Chinese. It has been localized with many of the rules for over 50 countries around the world. It includes:


Customer Information

Add and maintain unlimited number of clients from any 0f 50 supported countries and multiple languages.

Planning Calculators

Capital Needs

Risk Management

Investments

Retirement Income

Debt Management

Word Documents

  • Investment Policy Statement

Other Features

  • User Guide in Planipedia
  • Case studies, exercises in Planipedia
  • Recorded eLearning in some languages

PlanPlus Planit Upgrade Options

  • Professional Level
  • Advanced Investment Planning
  • Morningstar data
  • FinaMetrica
  • Life Goals Planning