PlanMode Financial Planning 4+
Sawhney Systems
Designet til iPad
-
- Gratis
- Tilbyder køb i appen
Skærmbilleder
Beskrivelse
COMPREHENSIVE FINANCIAL PLANNING
PlanMode is provided by the developers who invented the professional financial planning software with the commercial release of the first comprehensive financial & tax planning software in USA, ExecPlan.
This app is for use by individuals for personal financial planning. It provides you with a powerful planning tool for answers to questions like-
• How does my projected financial profile look?
• Should I start taking Social Security benefits at age 66 or wait for larger payments at age 70?
• When will I have enough to retire on my terms?
• What will be the bottom line impact of a new investment?
• Is buying a house is better for me than continuing to rent?
• Is my family protected for their needs if I am disabled or die?
PlanMode can help you analyze these and other situations. It is easy to use and its usage is limitless; you could use it to analyze almost any financial scenario which impacts just in the current year or many years to come.
KEY FEATURES
This app can-
• Prepare complete financial profiles, including-
- Current & projected income and expenses
- Bank accounts
- Retirement accounts
- Business & Investments
- Stocks & Bonds
- Insurance policies
- Real estate
- Mortgages & loans
- Cash management simulation
- Social security
- Income taxes
• Compare financial alternatives
- Unlimited what-if scenarios
• Prepare retirement profile automatically
- Determine lifelong capital needs
- Analyze liquid capital sufficiency
- Alternatives to fill capital shortfall
• Prepare disability profiles automatically
- Analyze cash flow sufficiency
- Alternatives to fill cash shortfall
• Prepare death profiles automatically
- Determine survivor’s capital needs
- Analyze income sufficiency
- Alternatives to fill capital gap
REPORTS & CHARTS
A complete set of financial statements is available for each scenario. PlanMode provides you with comprehensive analysis of retirement and other scenarios for lifetime capital needs and the capital available for its fulfillment. When capital resources are not sufficient PlanMode provides suggestive courses of action that may fill the shortcoming. The following reports are available for each profile scenario-
• Income Statement
• Balance Sheet
• Cashflow Statement
• Supporting Information
• Capital Needs Analysis
• 8 pie charts providing profile snapshots in any year
• 8 line graphs providing overall snapshot of the profile
All charts and graphs dynamically respond to your data.
COMPREHENSIVE
PlanMode includes a number of features that can be found in high-end financial planning systems, such as-
• Profiles for singles and married spouses
• Planning span of up to 100 years
• Retirement profile and analysis
• Disability profile and analysis
• Survivor’s profile and analysis
• Automatic cash management simulation
• Detailed annual cash flow analysis
• Personalized data input items
• Customizable financial statements
• Ample graphs & charts for quick overview
• Scenario comparison for what-if analysis
• Export data to ExecPlan or Express
• Definable national & local income taxes
• Built-in USA income taxes
• Predefined product structures for-
• Individual Retirement Accounts
• Company Retirement Plans (401k)
• Self-employed Retirement Plans
• Mortgages
• Life Insurance
• Fixed & Variable Annuities
• Charitable Annuities
• Reverse Mortgages
WORLDWIDE INCOME TAXES
USA
US individual income tax computations are built-in and applied as applicable. State and local taxes can also be defined via built-in templates.
NON-USA
Non-USA individuals can turn the USA option off and activate a generalized version that allows you to define how income tax should be computed for national & local levels.
Nyheder
Version 5.0
Highlights of this version include-
• New options at startup to explore app features with sample tutorials
• Enhanced ability to compare financial alternatives
• Expanded data input capability for variable annual values
• Enhanced projected financial profile
App-anonymitet
Udvikleren, Sawhney Systems, har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Data, der bruges til at spore dig
Følgende data vil muligvis blive brugt til at spore dig på apps og websites, der ejes af andre virksomheder:
- Id'er
Data, der tilknyttes dig
Følgende data vil muligvis blive indsamlet og tilknyttet din identitet:
- Id'er
Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere
Oplysninger
- Leverandør
-
Sawhney Systems, Inc. har identificeret sig selv som en forhandler af denne app og har bekræftet, at produktet eller tjenesten er i overensstemmelse med EU-lovgivning.
- Adresse
- 777 Alexander Road Princeton New Jersey 08540 USA
- Telefonnummer
- +1 6099871212
- jai@sawhney.com
- Størrelse
- 23,5 MB
- Kategori
- Økonomi
- Kompatibilitet
-
- iPhone
- Kræver iOS 10.0 eller en nyere version.
- iPad
- Kræver iPadOS 10.0 eller en nyere version.
- iPod touch
- Kræver iOS 10.0 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
-
Engelsk
- Alder
- 4+
- Copyright
- © 1976-2023, Jai Sawhney
- Pris
- Gratis
- Køb i app
-
- 1-Week Premium Activation 9,00 kr
- 1-Month Premium Activation 19,00 kr
- 1-Year Premium Activation 89,00 kr