Until now, advisers looking for planning tools have had to settle for a "one-style-fits-all". But clients vary - surely it makes sense to tailor the "look-and-feel" of a client report as well as its contents? Why not a report style to suit their lifestyle? After all, how many "Times" readers would feel at home with "The Sun"?
We have the answer. PlanLab's five different client report-generating modules are still available from just £30.00 a month for one but you can now sign up for ALL FIVE as a package. For just £120.00 per month. With no VAT. Generating impressive "Visible Deliverables" to make your fee invoice look a bargain. |
| "We price the (PlanLab) service between £1.5K and £3K..."- Petronella West, Investment Quorum, London. |
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No matter which of the three cashflow-based modules you use to begin to input your client data, rest assured that that data will be available to ALL of them. And if you choose to start with one of the two "Concept" planning options, then that client's details will be available also within the three "majors". For example, you could use the ultra fast conceptual flexibility of Life Goals to generate a "quickie" report after which the client may decide they would like to check cashflow at retirement. You could go straight to one of the three analytical tools and all that data would be available within it for you to maybe add more detail and proceed to answer that client's questions (and many more) with a more thorough and comprehensive report. |
| "A fee I've never had queried for a PlanLab report is £897.00" - David Jones, when head of Future Certainty, Twickenham. |
Here are the five which together make up the "PlanLab Experience" (but remember, you can still licence them individually from just £30.00pm):  At one end of the scale is " Retirement Road Map", (£30.00 a month on its own) a retirement planning tool producing a report for you in less than five minutes from just a six-question factfinder. But still able to answer those vital questions: "Do I have enough money to retire? Will I run out of money? How do I map out a retirement strategy? How will I know if I am staying on track?" It is one of the first products available that helps advisers focus on the baby-boomer marketplace and pension distribution planning, which is growing at an astonishing rate.
 " Life Goals" (£45.00 a month on its own) comes next giving you the opportunity to have your clients talk to you about their dreams and aspirations and empowering you to produce reports ranging from a three-page "snapshot" to a 45-page holistic report. In a recent Technology Review, "Professional Adviser" wrote of Life Goals: "The presentation is uncomplicated, clear and eye-catching....Ideal for advisers needing a simple tool to analyse one or more specific need areas at a competitive price."
 Then comes " Financial Needs Analysis" (also £45.00pm) in two versions - one built for speed with an electronic factfinder that expands on screen as you complete it and the second opting for a far more detailed, analytical approach including Cashflow Modelling.  " Retirement Test Drive" (£55.00pm) does what it says on the label empowering you to take the client's current financial position and drive it not just UP TO retirement but then INTO and THROUGH retirement. Most retirees can anticipate spending 30 years or more in retirement so why stop planning when you retire? As the cash flow ledgers look forward, they give you the ability to spot potential liquidity problems years before they happen. Then you can use PlanLab's powerful "What If...?" Scenarios functionality to make proposals and suggestions aimed at minimising or avoiding the traps that lie in wait.  Finally " Financial Strategies" (£65.00pm), PlanLab's most widely-used cashflow modelling tool and report generator. Covering the five areas covered by both Financial Needs Analysis and Retirement Test Drive PLUS five more - Debt Analysis, Asset Allocation, Risk Profiling, Estate Planning and Monte Carlo Simulation (the Probability of Success). Labelled the "Perfect Visible Deliverable" by one of our fee-based users, a Financial Strategies report is worth "up to £3,000" according to another fee-based user Investment Quorum (London) adviser Petronella West. |
| "PlanLab earned me around £6,000 in four months...for £65.00 a month, not a bad return..." Lysander Parsons, Positive Solutions, Tisbury. |
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 All three of the analytical tools (Financial Needs Analysis, Retirement Test Drive and Financial Strategies) now give users a menu of choices when it comes to generating a client report. You can opt for any one of up to seven pre-prepared combinations of analytical, graphic, text and resource pages or you can click on "Customise" and make your own choice, page by page. From three to 203. And if your own selection works particularly well for you, you can add it to your "Favourites" and use it again and again whenever client circumstances are similar or appropriate. |
| More about the "PlanLab Experience" |
There is no VAT. There are no charges for training or support (we have 17 audio-visual training presentations available on the platform which you can dip into and dip out of any time you like). And every month we add another "How to make the most of PlanLab" which you can find in the "Support" section drop-down on your "My Site" screen. It's filed under " Tips, Hints and Suggestions" and you can also access these whenever you wish.
Just as a PlanLab report will enable you to guide your clients to where they want to go, financially speaking - we want to do the same for you and your business.
If you are interested in learning more about the PlanLab Experience, click here to be contacted about an online demonstration where you don't leave your desk and we don't leave ours. Or email demo@bmcprofiles.com.
BMC PlanLab, School Gardens, Shrewsbury SY1 2AJ. Tel: 01743 248515
® PlanLab is a registered trademark of Impact Technologies Group, Inc. | |
