New Version Update – New Financial Plan PDF & Much More

New Version Update – New Financial Plan PDF & Much More

A polished Financial Plan PDF can do wonders to your client’s confidence. We understand that. Last few weeks, we’ve been working hard to give this Financial Planning PDF a much better look and feel.

We’re excited by the final output. Download a sample financial plan here. Download

We have also introduced FP Template Gallery. This section has some beautiful templates that you can add to your financial plan. This will give the PDF output an even better feel. We’ve added over 40 templates. What’s more, you can add and save your own templates for future use. (It’s under Settings section on top right).

Other New Features

  • Auto upload – CAMS and Karvy files now stabilized
  • New PDF report options
    • Mutual Fund Summary
    • Transaction Reports
    • MF overview pdf output
  • Direct login feature from your website now added. No URL redirect on login click
  • Enhancements to Capital Gain reports
  • New NJ transaction format now supported
  • Lots of finer refinements

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