List of All Free Financial Plan Software Demonstration Programs |
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Most all money calculators have an associated downloadable demonstration program (demo). They're all free, but they're also non-functional, so you'll have to purchase to get them to work. Most are the actual spreadsheets saved without the formulas, so you can see exactly what you'll be getting. Between the demos, product information pages, sample plans, and the directions pages, there's more information available to make a purchase decision than Most vendors. The copyrights, notes, arrows, and text boxes shown are usually not on the actual programs. As an advisor, you can delete the copyrights off of everything so your clients won't know about this site. There are also free thirty-day trial periods for select personal finance software.
The following demos are part of the fully-integrated financial planning software (the free sample financial plan PDF made from it is here): Dual Real World Retirement Software Comprehensive Asset Allocation Software Current Budget and Cash Flow Projector Current Five-Student College Planner Current Life Insurance Needs Calculator for Spouse Current Life Insurance Needs Calculator for Client Proposed Budget and Cash Flow Projector Proposed Five-Student College Planner Proposed Life Insurance Needs Calculator for Spouse Proposed Life Insurance Needs Calculator for Client The Following are the Module Demos Bond Yield to Maturity Calculator Comprehensive Asset Allocation Software demo Asset Distribution Calculator demo Single-student College Planning Calculator demo Multiple-student College Planner Calculator and Asset Allocator demo 75-year Personal Cash Flow Projector demo Investment Portfolio Benchmarks demo Investment Portfolio Benchmarking Model Investment Comparator Software demo Life Insurance Needs Calculator demo Model Investment Portfolios demo showing historical returns and yields for all investor models. Just two Investment Models are shown because it's too easy to copy The Market Timing Calculator, which is part of the Model Portfolios, does have a demo Single Goals-only Planner demo Single-property Rental Real Estate IRR Calculator demo Multiple-property Rental Real Estate NPV Calculator demo Simple Retirement Planner demo RP Retirement Planner current demo RP Retirement Planner proposed demo RWR current Retirement Software demo RWR proposed Retirement Plan demo Dual RWR Life Insurance Needs demo Dual RWR Retirement Savings Calculator demo showing very basic "gap funding" Dual RWR Retirement Savings Calculator demo showing the asset allocation bucket approach Dual RWR Retirement Saving Calculator demo showing the different payout options, usage of all of the manual overrides, gap funding, and the bucket approach of tapping qualified assets before non-qualified assets Dual RWR demo showing the difference between risky living without disability (and long-term care) insurance. The Current version shows being disabled at age 60 and the Proposed version shows being insured. So the Current version shows losing it all, and Proposed shows being just fine, considering, and paying DI premiums Dual Real World Retirement demo showing the difference between risky living without long-term care insurance. The Current version shows being disabled at age 50 and needing long-term care. The Proposed version shows being insured. So the Current version shows losing it all, and Proposed shows being just fine, considering, and paying LTC premiums Dual RWR Roth IRA Conversion Analysis demo showing the long-term difference in retirement nest egg values between letting a Traditional IRA sit as-is (and having 100% of the income be taxed at ordinary income tax rates)and converting it to a Roth IRA (which is just subtracting the initial lump sum taxes, and then the withdrawals are tax-free). As you can see, unless there's a huge difference in the two tax rates, it does not pay to convert a traditional IRA to a Roth IRA. The only time that makes sense is if there's a huge difference in tax rates. For example, if your AGI was over $450,000 in 2013, then it would have paid to convert in 2013, because your taxes went up significantly in 2014 If you want to see a retirement plan showing the simple concept of running out of money, with cash flow deficits, then these are the two demos that show that (AKA Gap Funding): Current RP demo and the Main IFP module. All of the other retirement software demos have complex asset structures that show other things. The following financial plan modules don't have regular demos, because it would be too easy to copy for free: Investment Policy Statement: But there's a free sample here. Fee-Based Client Contract Agreement Financial Planner Sales Scripts and Prospecting Letters Mutual Fund Picks: There's only an empty list showing what you'll get |
Financial Planning Software Modules For Sale (are listed below) Financial Planning Software that's Fully-Integrated Goals-Only "Financial Planning Software" Retirement Planning Software Menu: Something for Everyone Comprehensive Asset Allocation Software Model Portfolio Allocations with Historical Returns Monthly-updated ETF and Mutual Fund Picks DIY Investment Portfolio Benchmarking Program Financial Planning Fact Finders for Financial Planners Gathering Data from Clients Investment Policy Statement Software (IPS) Life Insurance Calculator (AKA Capital Needs Analysis Software) Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization Investment Software for Comparing the 27 Most Popular Methods of Investing Rental Real Estate Investing Software Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector Financial Seminar Covering Retirement Planning and Investment Management Sales Tools for Financial Adviser Marketing Personal Budget Software and 75-year Cash Flow Projector TVM Financial Tools and Financial Calculators Our Unique Financial Services Buy or Sell a Financial Planning Practice Miscellaneous Pages of Interest Primer Tutorial to Learn the Basics of Financial Planning Software About the Department of Labor's New Fiduciary Rules Using Asset Allocation to Manage Money Download Brokerage Data into Spreadsheets How to Integrate Financial Planning Software Modules to Share Data CRM and Portfolio Management Software About Efficient Frontier Portfolio Optimizers Calculating Your Investment Risk Tolerance |
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