Providing financial planning software, website content and financial calculators to financial service professionals.
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Concept Toolkit
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. -
Planning Toolkit
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
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
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.
Concept Toolkit
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
Continue Reading
Recent Articles
Canada Celebrates Tax Freedom Day
On June 10, 2013, the average Canadian family has earned enough money to pay the taxes imposed on it by federal, provincial and local levels of government.
Will you be ready financially? Financial planning can help you prepare for life’s major events which often turn out to be major financial events as well. See the full infographic.
Planning Toolkit
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
Continue Reading
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.
Continue Reading
Featured Calculators
First-Time Donor’s Tax Credit Calculator
Calculator and Infographic illustrating the First-Time Donor’s Super Credit, designed to encourage charitable donors through an enhanced tax incentive.
Use this income calculator to convert a given wage to an equivalent hourly, daily, weekly, monthly and yearly salary.
