Software

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

Ultimate FinPlan Product Features
Ultimate FinPlan Software Demo
Comprehensive Financial Plan Overview

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!

Nikhil is great to deal with and his app is excellent. He also is constantly figuring ways to better it.

Gary Guiseppone (USA)

Review for Advisor Variant

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)

Review for Individual Variant

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)

Review for Advisor Variant

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)

Review for Individual Variant