Our client has an ambitious goal; he wants to change the way people do financial planning. No one really examines all the aspects of an estate. Insurance companies are looking at what they need to sell you insurance, retirement companies are looking for ways to support their funds, and accountants are generally looking at this year.
Our programmers created an interactive system which allows all aspects of estate to be considered from real property, through business investments, charitable gifts and trusts, while calculating in all the expenses and potential pitfalls. Not only that, but all the information can be securely shared with other users of the software letting your accountant provide some information, your broker a bit more, and your attorney can fill in the gaps.
This was a tremendously complex project, but the result is an easy to use, friendly application. You can download a free demonstration copy to see what we finally delivered by clicking here.
