Professional Financial Planning

Here is the link of a developer that specializes in Financial Plan Development.

http://www.xpert-asia.com/index.php/xpert-financial-plan

The financial plan that is developed by them conforms to the complete Financial Planning Process. User of this system will be able to continuously monitor either their own financial position or that of their clients.

This comprehensive Financial Plan Development covers the following critical areas:-

1. Dynamic Networth Development and monitoring.
2. Dynamic Cash Flow Management.
3. Asset Allocation Management.
4. Retirement Planning.
5. Education Planning.
6. Insurance Need Management.
7. Financial Health Check and Ratio Analysis.
8. Investment Monitoring.
9. Personal Goals Management.
10. Recommendations and Expiry date alert.
11. Shares price and Unit Trust price update - Only for Malaysian Market.
12. Risk Profile Test.
13. Daily alerts of target prices for all investment and more.

The company plan to launch a portal for individuals to subscribe. Watch this if you are serious about financial planning.

Networth Analysis

Retirement Planning

Risk Profile Test