Ultimate FinPlan is a bootstrap startup by experienced finance professionals who are committed to offer end-to-end comprehensive financial products for the Individuals as well as for the Financial Advisors & Professionals Globally. Ultimate FinPlan is focused on continuous improvement of its financial product offering to better serve and meet the requirements of its users.
The website offers all the required Do-It-Yourself (DIY) financial tools to the Individual users with the motto of Learn -> Plan -> Execute at a highly affordable price.
- Learn: Personal Finance demystified with EBook – Ultimate Financial Planning Guide
- Plan: Easily formulate up to 40 Page automated Financial Plan with DIY – Ultimate Financial Planner Software
- Execute: Execute your Financial Plan by availing appropriate financial products (Investment, Loan, Insurance)
For the Financial Advisors & Professionals, different variants of Ultimate Financial Planner Software are offered globally with the motto: Plan -> Identify -> Pitch
- Plan: Design self branded & insightful financial plan for your clients with Ultimate Financial Planner – Advisor Software
- Identify: Identify clients’ financial needs (Investments, Loans, Insurance, etc.) based on the insights given in financial plan
- Pitch: Better engagement with your clients and opportunity to pitch need based financial products