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Express Wealth Planner™ [Download]

Author: financeXpert.com, Inc
Availability: Online Access
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Description

Express Wealth Planner is the fastest, easiest way to create multi-scenario, high level financial simulations without sacrificing flexibility. The simple Excel-based spreadsheet template handles tax-qualified and non-qualified investments, life insurance needs, multiple investment horizons, pre-retirement and post retirement cash flows and goal funding.

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financeXpert.com, Inc. provides technology solutions and consulting services to independent financial advisors, banks, brokerage firms and trust companies to help them improve customer retention, boost recurring revenues and increase profitability.

Note: 

  • Express Wealth Planner includes digitally signed macros. Click here for information on installing the certificate. 
  • This product is an electronic download file that will be accessible immediately after completing your purchase (click on My Downloads on the left navigation bar). Access to this file expires 90 days from purchase date. 
  • Microsoft Excel is required to use this software download.
  • This product purchase is non-refundable. For more information about this product or service concerns, please contact the AICPA Service Center at service@aicpa.org or call 888-777-7077.

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Subscription Info

Publication On-Demand 2006
Product# 017251SOFT
Availability:Online Access
Regular:$195.00
AICPA Member:$156.00
Your Price:$195.00
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