 FORCeFP is the latest addition to the Fiducian Online
Resource Centre (FORCe) tool set. FP denotes financial planning and
FORCeFP is a tool that helps financial planners develop effective
strategies and complying financial plans. It also helps you to
manage your client database and service efficiently.
Providing documented financial planning advice is the key
activity of the business and that's what FORCeFP has been designed
to do. In fact it does a whole lot more as well.
FORCeFP incorporates a client database enabling financial
planners to capture client personal and financial information and
maintain it through the financial planning process and for the
future.
Undertake risk profiling to identify your client's Investment
Strategy Objectives. Educate your client on the meaning
of risk, investment profiles and potential investment outcomes.
Generate wealth accumulation and retirement projections to
analyse your client's before and after financial positions.
FORCeFP's Quickview allows you to do this quickly and along
with the other modelling tools caters for in-depth wealth analysis,
cash flow, assets & liabilities, tax and asset allocation.
Use the calculator tools to help you perform common financial
calculations. Analyse different scenarios and if required create
multiple projections and calculations for your clients.
Use FORCeFP to generate one off reports into Word format from
any of the tools used, many of which incorporate charts to present
information as well as the data itself.
Plan Generator is a special reporting functionality that
makes the actual production of a financial plan an efficient and
controlled process. Standard templates combined with default
settings allow financial planners or para-planners to quickly
generate a financial plan into Word format for fine-tuning prior to
printing.
Extensive financial planning text templates are provided with
the software. These are easily customised to suit your business and
compliance requirements.
Use the software's mail merge facility to create data sources
for mail merging outside the software or merge directly from the
software to your standard letters or reports. Multiple selection
criteria provide great data selection flexibility. Creating your own
templates for direct merging is a simple task.
Work efficiently and avoid duplicate data entry.
All calculators, tools, reports, etc are designed to work where
possible using the data already stored for a client. FORCeFP is also
user friendly and easy to learn, requiring minimal training for a
user familiar with the financial planning process.
FORCeFP supports multiple users across a network - financial
planners, support staff and administrators.
Data feeds of managed fund and ASX share information can be
provided to automate updating of asset valuations. (Note: these data
feeds are subject to separate licences.)
With a cost per adviser that is less than the price of one plan a
month through a para-planning service, FORCeFP is a powerful tool
that should pay for itself, while it helps you build your business.
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