Personal Financial Planning - Need of the hour.
Actlogica is soon going to be releasing a simple and powerful financial planning software. We have studied personal finance, we’ve analysed methods and mathematics involved in personal finance and we’ve taken stock of what all software is out in the market. For professionals to help individuals achieve financial awareness, hedge against risks in life, create a worry free financial future there is a need for a software that is effective and one that addresses practical challenges.
From our research , we’ve found most to be producing and crunching numbers that even an excel spreadsheet can do. If you have a meticulous process for data gathering, you won’t need anything else other than a spreadsheet that is cleverly laid out. However, the problem is achieving this efficiency at scale without sacrificing an ounce of your service quality.
So, what are we building, you ask? Here’s a snapshot of what the pipeline looks like:
- Organisation wide assumptions
- Multi-planner logins
- Appointments & Meeting Reminders
- Collaborative data gathering
- Risk Profiling
- Multi versioned planning
- Assets & Liabilities
- Income, Expenses & Protection Products
- Cash flow projections
- Plan version comparisons
- Goal Calculators, Planning & Tracking
- Monte Carlo Simulations
- Plan Proposal Workflow
- Plan Execution Tracking
- Minutes & Plan Action Tracking
- Notifications & Reminders
- Backoffice Integration with FinFlo Enterprise*
- Innovative Pricing
- Managed Cloud Deployment (Enterprise SaaS)
- Bank Grade Security
- On-Premise or On Cloud Deployments