MasterPlan is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a MasterPlan demo, technical support, product or pricing information or to simply to compare MasterPlan with competitive options? Quickly get answers and the information you need.
MasterPlan keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes during the current year, every year to retirement and beyond to life expectancy.
MasterPlan creates an investment performance summary which shows the earnings, gains and losses, percentage of portfolio assets.
In addition, MasterPlan includes three asset allocation reports: a current one, two reports that project the assets out to December of the second year of the projection: a baseline (present) asset allocation report, and a what-if (proposed) report.
How much can MasterPlan save your business in 2012? ...and 2013? ...and 2014?