• Concept Toolkit Software

    Concept Toolkit Software

    Calculate • Plan • Educate
    Easily calculate, explain and reinforce complex financial concepts with Concept Toolkit financial planning software. A combination of 100 calculators and 200 infographics provides financial and insurance advisors with the perfect software tool to complement their existing financial planning software.

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  • Planning Toolkit Software

    Planning Toolkit Software

    Planning Toolkit is a needs analysis financial planning software package with ten integrated planning modules. The fact finder questionnaire allows you to gather and enter data once to integrate all information into each integrated module. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

    Start planning: Less time managing software = more time for clients.

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  • Infographics

    Infographics

    Communicate your ideas with Infographics. These graphic visual representations of information, data or knowledge allows you to easily explain both complex and everyday topics, to encourage discussion and a call to action.

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  • Financial Calculators

    Financial Calculators

    Add instant interactivity to your advisor or corporate website with customized web calculators. All calculators are easy-to-use and allow clients enter different scenarios to personalize their results. Educate and reinforce with easy-to-use “what-if” scenarios.

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Recent Articles

6 CEO Productivity Tips

6 CEO Productivity Tips

Whether you aspire to run your own business or want to be more productive at your current job, check out this list of CEO-proven tips that you can apply to any facet of your life.

Tricks to Remember Anyone’s Name

Tricks to Remember Anyone’s Name

When you remember somebody’s name it sends the message that the interaction was important to you. Learn how to remember anyone’s name.

Most Important Person in Your Office Isn’t who You Think

Most Important Person in Your Office Isn’t who You Think

It’s not your CMO, CFO, or even you. It’s your assistant. These unsung heroes are the ones who really run the show

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Featured Calculators

Taxes and Investment Income

Taxes and Investment Income

There are three different types of investment income – interest, dividends and capital gains. When investing outside an RRSP, it’s important to understand how each of these is taxed. Try this calculator to see the difference taxation makes.

Financial Health Checklist

Financial Health Checklist

Certain life changes should serve as reminders that a financial check-up is in order. Use the checklist to help get your financial health in order.

Estate Planning Checklist

Estate Planning Checklist

Estate planning is the process of structuring your personal and financial affairs so that, upon death, your assets are distributed according to your wishes. Use this checklist to get your estate plan on track.