PlanLab

The PlanLab Cash Flow Modelling Program

Nearly 20 years in the making, the PlanLab program has all the scope and options you need to cater for any future client cash flow modelling requirements.

With the option of three different report styles to choose from, the program’s inputs are still ‘scalable’ enough to cater to every type of client from the simple to the sophisticated.

The programs’ inputs screens allow you to process all manner of cases from the basic family case with a handful of items to high net worth individuals with numerous income, expenditure and investment considerations.

PlanLab includes:

• Full fact find, no minimum information required
• Holistic cash flow planning analysis
• All future tax deductions included
• ‘What if ..Scenario’ feature to compare future strategies
• Cash Flow Summary Report and ‘Super Ledger’ spreadsheets included
• No minimum contract or cancellation period
• Generous multi-user discounts

What data is transferred to PlanLab?

• Personal Details
• Income
• Fixed Assets including Property and Personal Possessions
• Loans
• Credit Cards
• Mortgages
• Life and Critical Illness policies
• Income Protection policies
• Building and Contents (premium only)
• Pension Final Salary policies
• Money Purchase Pensions
• Personal and Other Pensions
• Pension Annuities
• Bank Accounts and Cash Deposits
• All Investments including Bonds, ISAs, Other Investments, Stocks and Shares, Tax Exempt Funds, Units Trusts, OEICs, VCTs and EISs.