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Poduct Info

FiscAlmanac has been derived from two words, ‘Fiscal’ which means Financial and ‘Almanac’ which means Calendar. This tool helps the user to capture the information of the clients and also process the information to do an exhaustive cash flow analysis resulting in various cash flow calendars such as ‘Goals Calendar’, ‘Income & Expenses Calendar’, ‘Retirement Calendar’ etc. and hence the name.

The scope of this tool extends to figure out and optimize the insurance requirements through the Insurance Laddering Approach and propose a suitable investment portfolio in sync with the financial goals of the client. Further the system helps in intelligent market sensitive implementation of the investment portfolio through its unique LOT Based Implementation System.

In short this tool comes bundled with a financial planning philosophy and helps the user to provide his clients with a sound financial plan and speed up the process of setting up a fee based financial advisory practice.