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The Estate Manager Software offers:
Real time processing and calculation of
Acts as a database enabling
Unlimited number of clients
Complete plan overview with the click of a
button
No unnecessary changing and re-printing of
documents
The Estate Manager Software was designed with
the following in mind:
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Ease of use by either client, PA’s,
brokers or representatives
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Saving the broker / representative time
in setting up a comprehensive estate plan
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No compromise in accuracy and compliance
(Accepted as FNA for FICA and FAIS)
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Less paperwork and re-printing
Many people today still believe that to do
estate planning is just a way to get our affairs in order so
we can die.
Estate planning has much more to do with sound
financial planning that will benefit your family while they
are still living than it has to do with the death and the
dying.
The Estate Manager Software programme is a comprehensive yet
user friendly estate management tool to brokers and clients
alike.
To the broker it provides analyses in real time that
are normally very time consuming while presenting
information that aids with compliance and regulatory issues
(FICA and FAIS).
To the client it provides the information
central to planning their estate effectively without
multiple visits to a broker.
Estate Manager’s ease of use is unrivalled
by any other estate planning software on the market today
and allows the user to do financial needs analyses and
succession planning, determine children’s education
financial requirements, the estate cash position, estate
duty and calculate capital gains tax immediately. |
