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Financial Planning


In view of changing financial markets and their regulations affecting investment assets such as mutual funds, insurance, pension funds has required many investors to turn to financial planning. As a financial planner, providing financial planning services to your clients becomes a very easy task with IPM since the software integrates all three components - client's portfolio, their balance sheets and their financial planning.

With a brief interview of client's financials, you determine his/her risk profile and suggest investment strategies accordingly. Better yet, with online hosted solution, your clients can fill in necessary details themselves allowing you to focus on their goal achievement. Knowing your clients assets, liabilities, income and expenses, you work on client specified goals with assigned priorities and timing in their lifetimes. IPM allows financial planners to comprehensively suggest and advise their clients on asset allocation and cash flow situation with advice statements. Review financials periodically to make ongoing adjustments as per economy.

Assets Allocation. Review & assess a completely integrated view of client finances. Client goal achievement with financial diagnostics And manage your future cash flow.

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Financial Planning Features

  •  Client's complete financial details
  •  Assessment of assets & liabilities and income & expenses
  •  Allocation of assets as per risk profile
  •  Cash flow management
  •  Model portfolio and benchmark
  •  Life Goal achievement