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FirstFin Pro is one of the world's most popular Personal Financial Planning software programs and you can order a CD direct from Softbyte Computers. Although a fewof FirstFin Pro's options deal with some investment products which are unique to South Africa, almost all FirstFin Pro's options apply to virtually any country in the world. Whether you live in England, Europe, Canada, USA, Australia or even Tibet then you face identical problems in planning for death, disability, retirement or educating your children. Although inflation rates are worse in some countries everybody, no matter where they live, is worried about inflation to some degree.
Please note that our IBCFIN program is exactly the same program as FirstFin Pro with a few enhancements suggested by the IBC (Independent Broker's Council). IBCFIN includes a fully comprehensive client-details database storing all the personal particulars for the client, spouse and children while FirstFin Pro only requires a name and date of birth for the client to do a needs analysis.
If you are the slightest bit interested in finance/investments then you cannot afford to be without FirstFin Pro or IBCFIN. FirstFin Pro could be your first step to financial independence and, if you are in the business of selling investments or insurance, then FirstFin Pro is a "must have" sales aid. FirstFin Pro is so simple, easy to use and understand and no other software can boast FirstFin Pro's success rate in selling investments and policies by showing up shortfalls in financial planning so simply and effectively. FirstFin Pro believes that what is simplest usually works best.
The quickest, and easiest-to-understand Needs Analysis modules explain, in the simplest way, exactly why, and how much, you need to invest to cover shortfalls for death, disability, retirement or education planning. FirstFin Pro provides simple, computerised Needs Analyses (done in 15 minutes) with a single-page report everybody can understand. Why baffle your clients with a more complicated software package which takes days to capture information only to produce a 30-page report that nobody really understands? Very few of your clients need, or understand a 30-page report from fully comprehensive needs analysis. FirstFin Pro is comprehensive enough to take into account different income requirement amounts and different income available amounts over different periods. FirstFin Pro is compatible with international compliance regulations (including strict compliance regulations recently introduced in South Africa). You may save each individual needs analysis in FirstFin Pro's database for retrieval, reviewing, editing, printing anytime. Search the database for assessments last reviewed between dates you specify or assessments to be reviewed in future between dates you specify. FirstFin Pro also offers a host of useful financial calculators which you will use every day.
Calculate and compare maturity values from Endowments, R/A's, Unit Trust/Mutual Funds and bank investments on the same screen, detailed amortisation's and full colour 3-D rotating graphs. Produce maturity values for investment policies at any growth rate you like; there are no LOA limits with FirstFin Pro. Instantly switch between investment types at the click of a mouse to compare maturity values!
Other options unique to FirstFin Pro are offshore investment comparisons taking tax and local currency-value depreciation into account. FirstFin Pro will also explain how long investment capital will last if invested to provide inflation-linked regular monthly income with tax implications considered. FirstFin Pro will help you do complex financial and investment planning exercises in seconds. Compare after-tax monthly income between fixed deposit bank investments and annuities and show what fixed deposit rate would be required to beat the annuity, do living annuity and debt consolidation plans and much more. All sections of FirstFin Pro offer full amortisations and full colour 3-D rotating graphs. FirstFin Pro is produced by a company which is completely independent from any financial institution and so is absolutely unbiased when it comes to giving the best advice on finance and investments. We have been in the business of writing this kind of software for 20 years and we know exactly what financial advisors need in a software package of this nature. FirstFin Pro is the kind of package that brokers and financial consultants have been crying for. A financial planning and income needs analysis program which is...
1) Super quick
2) Oh-so-easy to use and understand
3) Comes with no ties or commitments to any life assurance company
4) Comes with full, free, software support (8am to 7pm 365 days a year)
5) Produces reports so simple that even your clients can understand them
6) A program which really works for you
Just how good is FirstFin Pro? FirstFin Pro is an enhanced, and completely rewritten, version of the hugely successful FirstFin program used widely in Canada and South Africa. Reports from investment consultants show that FirstFin has increased their business substantially and they say they cannot work without FirstFin. FirstFin Pro also covers maturity value comparisons between Unit Trusts/Mutual Funds, Endowments, Retirement Annuities and bank investments, life of capital, needs analysis for death, disability, retirement planning, education planning as well as sections on loans and amortizations, bond/mortgage busters, loan/mortgage comparisons, living annuities, after-tax investment comparisons between fixed deposits and annuities, debt consolidation plans and much more including a new option to show you your Real Rate of Return on any investment or policy. FirstFin Pro costs only R855.00 incl. VAT and has a 30-day full money-back guarantee if not satisfied. IBCFIN costs R855.00 incl. VAT. These are "one off" payments and there are no monthly or annual fees. All updates are free if downloaded off our web site.
No other software out there will close deals like FirstFin Pro. Users claim that FirstFin Pro pays for itself over and over again every month.
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