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MasterPlan

A multi‑module management system designed by MasterPlan Financial Software for accounting/legal/professional companies.
Questions about MasterPlan? Call (800) 827-1151 and talk to a software expert now.

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.

Functionality Modules

Asset Tracking MasterPlan creates an investment performance summary which shows the earnings, gains and losses, percentage of portfolio assets. In addition, MasterPlan includes three asset…

Client Management Features Include: Ask MasterPlan to display the Reminders Window each time you enter the launch it (or suppress this window and bring it up only upon demand) Find everyone in…

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