Professional financial and tax planning for high-end clients
Our top-of-the-line planning software for professional financial planners. At Sawhney Systems, we have been developing and supporting financial and tax planning software for 3 decades. By carefully listening to users, we have continually refined ExecPlan to meet the ever changing needs of financial planners. And, by harnessing advances in the technology, we've led the way in innovative solutions, helping us create the most versatile financial planning software available for individuals.
ExecPlan is designed to meet and surpass your planning needs empowering you to fully meet your elite client’s planning needs regardless of their magnitude or complexity. This single system can make your practice more efficient and profitable, with a minimum learning and expense.
Today, our financial needs are more diverse than ever before. With ongoing changes in the economic climate, tax structure, investments, retirement and other savings options for the nest egg, there is a growing need for comprehensive financial planning in order to maintain sound financial profile across all levels of clientele. Among the key ingredients needed to insure success in this process are the tools you use to help analyze your alternatives and develop financial plans that are most suitable to your clients. We understand this importance and it is reflected in the comprehensiveness of this application.
Our slightly scaled down version ExecPlan express may address your needs sufficiently.
If you are looking for a personal financial planning app on a mobile phone or tablet please check out our mobile financial planning app, PlanMode or tax planning app, TaxMode.