Website address is: [url removed, login to view]
Purpose of website is for clients of financial planners to have access to free financial planning software (all web based).
The web site should be designed to allow a client to simply enter all their financial information (see attached fact find and risk profile document) with the financial information then put into simple financial charts, graphs and tables. The finished product should be in report form to print and email.
This financial fact finding program will assist the client and the financial planner to tailor a financial plan.
Your assistance is appreciated.