Concept Toolkit Quick Tour

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This is a quick tour of Concept Toolkit.

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  • This is the Main Menu screen of Concept Toolkit where you can easily access all calculators, planners, infographics and features.
  • There are over 100 calculators in Concept Toolkit on all financial topics including Time Value & Compounding, Debt & Mortgages, Investments & Markets.
  • There are over 100 calculators in Concept Toolkit on all financial topics including RRSPs, Retirement and TFSAs.
  • There are over 100 calculators in Concept Toolkit on all financial topics including Esate, Insurance, Tax and Education.
  • This an example of a quick calculator that compares the after-tax growth of a TFSA to an RRSP.
  • This is the Data Entry screen for the TFSA vs RRSP calculator.
  • The RRIF calculator in Concept Toolkit.
  • This is the Data Entry screen for the RRIF calculator.
  • These are the planning modules available in Concept Toolkit.
  • All calculations and data can be saved by Client name.
  • An example of one of the 200 infographics in Concept Toolkit.
  • Another example of one of the 200 infographics in Concept Toolkit.
  • Use this infographic to illustrate the importance of Disability Insurance. The amounts for Car Insurance, Home Insurance and Lifetime Earnings can be changed.
  • Visually show clients the 3 types of investment returns - interest, dividends and capital gains.
  • Calculate how investment income is taxed based on the client's taxable income.
  • Use the Reports generator to combine any of the 100 calculators and 200 infographics into reports for printing, one-on-one or group presentations.
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