PlanMode Financial Planning 4+
Sawhney Systems
Desenvolvida para iPad
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- Grátis
- Oferece compras integradas
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Descrição
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.
Novidades
Versão 6.0
Highlights of this version include-
• Enhanced cash management simulation
• Refined capital needs analysis in later years when liquid capital depletes
• Enhanced ability to compare financial alternatives
• Updated US Income Tax computations for 2024 Tax Year
Privacidade da app
O programador, Sawhney Systems, indicou que as práticas de privacidade da app podem incluir o tratamento de dados conforme descrito abaixo. Encontrará mais informação na política de privacidade do programador.
Dados utilizados para o seu seguimento
Os seguintes dados podem ser utilizados para o seu seguimento em apps e sites de outras empresas:
- Identificadores
Dados associados a si
Os seguintes dados podem ser recolhidos e associados à sua identidade:
- Identificadores
As práticas de privacidade podem variar, por exemplo, consoante as funcionalidades utilizadas ou a idade do utilizador. Saiba mais
Informação
- Fornecedor
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Sawhney Systems, Inc. identificou-se como comerciante desta app e confirmou que este produto ou serviço está em conformidade com a legislação da União Europeia.
- Endereço
- 777 Alexander Road Princeton New Jersey 08540 Estados Unidos
- Número de telefone
- +1 6099871212
- jai@sawhney.com
- Tamanho
- 24,3 MB
- Categoria
- Finanças
- Compatibilidade
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- iPhone
- Requer o iOS 11.0 ou posterior.
- iPad
- Requer o iPadOS 11.0 ou posterior.
- iPod touch
- Requer o iOS 11.0 ou posterior.
- Mac
- Requer o macOS 11.0 ou posterior e o processador M1 da Apple ou posterior.
- Apple Vision
- Requer o visionOS 1.0 ou posterior.
- Idiomas
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Inglês
- Idade
- 4+
- Copyright
- © 1976-2024, Jai Sawhney
- Preço
- Grátis
- Compras integradas
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- 1-Week Premium Activation 0,99 €
- 1-Month Premium Activation 1,99 €
- 1-Year Premium Activation 9,99 €