SoftFin

After 20 years of very successful sales and regular free updates, the FirstFin Pro and IBCFIN programs have been discontinued and have been replaced by a new program called SoftFin. It was becoming increasingly difficult to stretch the limits of 20 year-old programs to include features requested by users. The new SoftFin program contains all the old features of FirstFin Pro and IBCFIN plus some new and additional features. We intend adding improvements and extra options on a regular basis – all FREE for SoftFin users to download as soon as the updates are posted on our web site.

SoftFin includes a fully comprehensive client-details database storing all the personal particulars for the client, spouse and children, save all needs analysis projects and excercises for death, retirement, disability or education planning.

If you are the slightest bit interested in finance/investments then you cannot afford to be without SoftFin. SoftFin could be your first step to financial independence and, if you are in the business of selling investments or insurance, then SoftFin is a "must have" sales aid. SoftFin is so simple, easy to use and understand and no other software can boast SoftFin's success rate in selling investments and policies by showing up shortfalls in financial planning so simply and effectively. SoftFin believes that what is simplest usually works best.

SoftFin has, without doubt, quickest, and easiest-to-understand Needs Analysis modules that explain, in the simplest way, exactly why, and how much, you need to invest to cover shortfalls for death, disability, retirement or education planning. SoftFin 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 gather and capture information only to produce a 30-page report that nobody really understands? 95% of your clients don’t need, nor will they understand a 30-page report from a fully comprehensive needs analysis. Reports like that will probably scare your client away. SoftFin offers a simple, compliant, needs analysis done in 15 minutes and SoftFin produces a simple report on one page! This is a dream come true for brokers! SoftFin is comprehensive enough to cater for different income amounts required for different periods and different income amounts available over different periods. SoftFin works in line with international compliance regulations (including strict compliance regulations in place in South Africa).

There is no other program for brokers out there that comes close to matching SoftFin when it comes to...

ease of use
price
speed
power
flexibility
software support 8am to 7pm 7 days a week

You may save each individual needs analysis in SoftFin'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. There is no limit to the number of records you may save in the database.

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, faces the same financial perils.

Life Assurance companies will no longer give brokers a quote for their investment policies so how are you supposed to sell these products? How do you convince someone to buy an R/A, for example, if you cannot show them what their investment will be worth when they retire? SoftFin's remarkable "Kwik-Quotes" option allows you to produce your ownquotes for any investment policy/product from any comany.

Calculate and compare maturity values from Endowment type, Retirement Annuity/superannuation type, Unit Trust/Mutual Fund type and bank investments on the same screen, detailed amortisation's and full colour 3-D rotating graphs. Produce maturity values for investments/policies at any growth rate you like. Instantly switch between investment types at the click of a mouse to compare maturity values!

SoftFin allows you to configure commissions, costings, fees, dividend rates etc yourself for any type of investment/policy to allow you to produce super-accurate ”Kwik-Quotes“ for investment/policy products from any investment company. "Average" default figures are supplied but you can setup the SoftFin program with any values you require for specific products from specific underwriters or investment funds and you can save these values to use again or you can restore the default values anytime. Any product from Endowment type policies to Unit Trust/Mutual Fund, R/A or superannuation schemes - produce your own quotes instantly with SoftFin!

You can direct any SoftFin report either straight to the printer or export the report to a word processor or spreadsheet file where you can customise the report in any way you wish and even email the finished report to the client as an attachment!

SoftFin also offers a host of useful financial calculators which you will use every day!

Compare after-tax monthly income between annuities and fixed deposit.
Living annuity income projections.
Compare income between investing offshore and locally - factoring in tax and Rand slide etc.
Life of invested capital drawing income with tax & inflation considered.
Three different program options relating to loans.
Inflation projections.
Daily balance and nominal to effective calculators.
Real rate of return on investments.

Note that many of these calculators come with amortisations and full-colour 3D graphs.

SoftFin will help you do complex financial and investment planning exercises in seconds. SoftFin is produced by a company which is completely independent from any financial institution and so SoftFin is absolutely unbiased when it comes to giving the best advice on finance and investments. We have been in the business of writing financial planning software for 25 years and we know exactly what financial advisors need in a software package of this nature. SoftFin is the kind of package that brokers and financial consultants have been crying for. A financial planning and income needs analysis program which is...

Super quick
Oh-so-easy to use and understand.
Produce your own quotes for any policy/investment type.
Comes with no ties or commitments to any life assurance company.
Comes with full, free, software support (8am to 7pm 365 days a year).
Produces reports so simple that even your clients can understand them.
A program which really works for you.

Just how good is SoftFin? SoftFin is an enhanced, and completely rewritten, version of the hugely successful IBCFIN and FirstFin programs used widely in Canada and South Africa. Comments from investment consultants indicate that these programs have increased their business substantially and they say they cannot work without them.

As an "opening special", SoftFin costs only R969.00 incl. VAT and has a free 30-day trial period. The price is a "once off" payment 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 SoftFin. Users claim that SoftFin pays for itself over and over again every month.

Note: IBCFIN and FirstFin Pro users can upgrade to SoftFin - at a HUGE discount.