Software Products Overview Concept Toolkit Planning Toolkit Compare Toolkits Free Trial Testimonials Pricing/Order

Concept Toolkit Quick Calculator and Illustration Software Concept Toolkit combines 100 calculators and 200 financial concept illustrations with exceptional ease of use to provide financial advisors with the perfect presentation tool to complement their existing financial planning software. Concept Toolkit covers the full spectrum of Financial, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning. Free Trial Pricing/Order Testimonials How Advisors are Using Concept Toolkit Complement your existing financial planning software with visual printouts Create quick calculations when a full financial plan is not required Use concepts to start the sales process with clients and prospects Create presentations for workshops or one-on-one meetings Illustrate and explain complex financial topics to clients and prospects Reinforce client's understanding of your financial plan's recommendations for compliance and due diligence purposes Features Exceptional ease of use means you are up and running immediately 100 quick calculators at your finger tips 200 financial concept illustrations covering all topics 10 basic planning calculators Presentation builder to group frequently used screens into hard copy or on-screen presentations Screen Shots (click image to open) Taxes and Investment Income An interactive and visual illustration of the different tax treatment of interest, dividend and capital gains investment income. Show clients and prospects how much they would keep and how much they would pay in tax based on their marginal tax rate and investment mix. Portfolio Growth (Historical Returns) This calculator compares the performance of two diversified portfolios, which can be customized, to portfolios that were exclusively in stocks, bonds and cash, using historical index data from 1934 to 2006. Show clients how diversification affects and protects investment returns. Ottawa's Final Tax Bite Many clients don't realize the potential tax liabilities that can arise at death. Use this illustration to start the estate planning process with your clients. Quick Calculators Some of Concept Toolkit's 100+ calculators can be accessed quickly from this screen. These are organized in Financial Planning/Time Value, Debt/Mortgage and Investment categories. More Calculators More of Concept Toolkit's 100+ calculators can be accessed from this screen. These are organized in RRSP and Retirement categories. More Calculators More of Concept Toolkit's 100+ calculators can be accessed from this screen. These are organized in Estate, Tax, Insurance and Education categories.   Free Trial Pricing/Order Testimonials

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