Best Personal Financial Planner Software for Individual Users as well as for the Finance Professionals Globally!!
About The Software
Ultimate Financial Planner is a comprehensive software, designed to assess all important aspects of personal finance. This software is available for Individual users as well as for the Finance Professionals & Advisors Globally. There are 4 variants of this software; 1 variant for Individuals and 3 variants for the Finance Professionals & Advisors. The comparison of key features of all 4 variants is given below. This software has powerful financial assessment logics built in the back-end but very simple user interface in the front-end. Hence, you would be able to easily formulate a personalized and comprehensive financial plan for achieving all important financial objectives. Secure financial life with this state-of-the-art Financial Planning software! Complete Data Privacy – This application works 100% Offline! Hence, no data shall be transmitted outside for any storage & simulation.
Key Software Capabilities:
• Monthly Budget Management Module – Keep track of expenses
• Loan Management Module – Robust Debt Consolidation Calculators
• Financial Risk Profiling – Know Risk Capacity & Risk Tolerance
• Financial Goal Planning – Plan & achieve all key life goals
• Retirement Planning – Plan for early & comfortable Retirement
• Life Insurance Planning – Know the required life insurance cover amount
• Goal based Asset Allocation – Optimum investment mix for achieving goals
• Net-Worth Statement
• Up to 40 Page automated & personalised Financial Plan (PDF File)
• 21 Page Detailed Information Organiser
System Requirements
• Microsoft Windows 7 or above & Microsoft Excel 2013 or above
• Excel needs to be “Activated” as software may not work on “Unregistered” Version of Excel
Note on False Positive Alert
• Ultimate Financial Planner Software is 100% Virus Free!
• All major Antivirus programs have approved Ultimate Financial Planner as Safe
• Verify by uploading Ultimate Financial Planner Software on www.VirusTotal.com
Explainer Videos
Key Software Features
Key Software Features | Individual | Advisor Lite | Advisor Pro | Advisor Pro Max |
Lifetime Validity | Yes | Yes | Yes | Yes |
Monthly Financial Budget | Yes | Yes | Yes | Yes |
Loan Consolidation Benefit | Yes | Yes | Yes | Yes |
Up to 40 Page Financial Plan | Yes | Yes | Yes | Yes |
21 Page Information Organiser | Yes | Yes | Yes | Yes |
Save Financial Data | Yes | Yes | Yes | Yes |
Export Reports to PDF | Yes | Yes | Yes | Yes |
Applicable Globally | Yes | Yes | Yes | Yes |
Indicative Inflation Rate specific to country | Yes | Yes | Yes | Yes |
Indicative Rate of Returns specific to country * | Yes | Yes | Yes | Yes |
Display Currency specific to country | Yes | Yes | Yes | Yes |
Unlimited Financial Plans (For Self) | Yes | Yes | Yes | Yes |
Unlimited Financial Plans (For Clients) | No | Yes | Yes | Yes |
No Ultimate FinPlan Logo on Financial Plan | No | Yes | Yes | Yes |
Advisor Brand Name in Financial Plan | No | Yes | Yes | Yes |
Customise Risk Profiling Logic in Financial Plan | No | Yes | Yes | Yes |
Customise Asset Allocation Logic in Financial Plan | No | Yes | Yes | Yes |
Option to Upgrade to Advisor Pro / Advisor Pro Max License | No | Yes | Yes | Yes |
Customise Colour Theme of Software and All Reports | No | No | Yes | Yes |
Customise Header & Footer in Each Financial Report | No | No | Yes | Yes |
Customise Welcome Note in Financial Plan | No | No | Yes | Yes |
Customise Disclaimer in Financial Plan | No | No | Yes | Yes |
Replace ‘Ultimate FinPlan’ logo with your own brand logo in software | No | No | No | Yes |
Add your own brand logo in all Financial Reports | No | No | No | Yes |
Remove mark ‘Powered by Ultimate FinPlan’ from all Financial Reports | No | No | No | Yes |
Please scroll right to view all columns if on a mobile device | ||||
* Note on Country Specific Factors (Click to Expand & Read)
In Ultimate Financial Planner Software, the indicative Inflation Rates are available for All Countries Globally however indicative Debt & Equity Returns are available for following countries only:
Argentina, Australia, Austria, Bangladesh, Belgium, Botswana, Brazil, Bulgaria, Canada, Chile, China, Colombia, Czech Republic, Denmark, Egypt, Finland, France, Germany, Greece, Hong Kong, Hungary, India, Indonesia, Ireland, Israel, Italy, Japan, South Korea, Malaysia, Mexico, Netherlands, New Zealand, Nigeria, Norway, Pakistan, Peru, Philippines, Poland, Portugal, Russia, Saudi Arabia, Singapore, South Africa, Spain, Sri Lanka, Sweden, Switzerland, Taiwan, Thailand, Turkey, United Kingdom, United States, Vietnam, Zimbabwe
Buy New Ultimate Financial Planner Software License
Software Variants | Buy (India) | Buy (Globally) | Sample Plan | Download Software | Software Registration Key |
Individual | 5 Days Trial Available! | Required for Full Software Access! | |||
Advisor Lite | |||||
Advisor Pro | |||||
Advisor Pro Max |
Upgrade Existing Ultimate Financial Planner Software License
Upgrade Variant | Buy (India) | Buy (Globally) | Request Registration Key |
Advisor Lite to Advisor Pro | Required for Upgraded Software Access! | ||
Advisor Lite to Advisor Pro Max | |||
Advisor Pro to Advisor Pro Max |
Customer Reviews
Excellent Application!
Gary Guiseppone (USA)
Impressive DIY Financial Planner!
I am not a financial person and I was not sure what to expect from Ultimate Financial Planner Software. But I have to say that I am quite impressed by this low key but high on content functionality tool. Even though I am an amateur at this and don’t fully understand all the terms, it has been made quite intuitively and I am sure it will help me when I decide to get some professional help with my planning! On the other hand I am pretty sure that with some effort I will be able to use this DIY tool in its entirety. So for someone who is interested and familiar with the financial terms it should be a piece of cake! Best wishes to the makers of this software, I hope they achieve what they set out to achieve.
Pinalee Nanda (Norway)
Best Financial Planner in the market!
This is definitely the best financial planner available today.. It’s easy to use, scalable and has plethora of features which are not available anywhere. It provides holistic reports which enables better decision making and superior financial planning. This is a gateway to attain financial independence!
Varun Jayaswal (India)
Handy Financial Planning Tool!
I am not a very finance orientated individual focusing on expenses, savings and investments. I would like to give a shout to Nikhil as I have been using this planner for a few months now and it has helped me understand how I can plan my financial earnings and how much I can actually invest along with having sufficient savings. The dashboard reporting helps you give an overview of your financial status. The planner is very detail oriented and covers all the aspects of expense, investments, loan, savings, etc. I recommend this planner to anyone who is about to begin for long term saving and investments. Also, it is a great tool to track your expenses and do necessary amends wherever required.
Karthik Rajan (Dubai)
Awesome Financial Planner Software!
Ultimate FinPlan Software is very nice and beautifully made… very thoughtful and easy to understand… and almost all the necessities are covered… I first made my family’s financial plan today… it is very Awesome… Presentation is very nice… Financial Ratios also give a good idea of your financial position… and also gives you a good idea of where you are and where you want to go… Many Many Thanks for this software… 👍🏻