Planit Community Edition

From Planipedia

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:

Contents 1 Customer Information 2 Planning Calculators 2.1 Capital Needs 2.2 Risk Management 2.3 Investments 2.4 Retirement Income 2.5 Debt Management 3 Word Documents 4 Other Features 5 PlanPlus Planit Upgrade Options

Customer Information

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

• Personal Information
• Assets and Liabilities (Summary Level Only)
• Insurance Screen
• Cash Flow Management
  • Graduated Income Tax analysis
• Pension and Other Revenues in Retirement Goal Calculator
• Objectives
• Risk Profile
• Asset Allocation

Planning Calculators

Capital Needs

• Retirement Goal Calculator
• Education Goal Calculator
• Other Capital Accumulation Needs
• Present and Future Values

Risk Management

• Life Insurance Income Replacement
• Disability Insurance Income Replacement
• Critical Illness Insurance
• Long Term Care Insurance

Investments

• Bond Calculator
• Historical Returns
• Efficient Frontier
• Rate of Return Calculator

Retirement Income

• Registered Payout Illustration Calculator
• IRA Calculator
• Retirement Income Calculator

Debt Management

• Loan Amortizations
• Leverage Calculator

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