A multi-module management system designed by MasterPlan Financial Software for accounting/legal/professional companies.
MasterPlan keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes during the current year, every year to retirement and beyond to life expectancy.
MasterPlan creates an investment performance summary which shows the earnings, gains and losses, percentage of portfolio assets.
In addition, MasterPlan includes three asset allocation reports: a current one, two reports that project the assets out to December of the second year of the projection: a baseline (present) asset allocation report, and a what-if (proposed) report.
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