Financial planning software
developed by Armada Labs is an
integrated suite of tools developed for
financial professionals who build advice-based
client relationships. From simple planning concepts
to in-depth financial plans, the software covers the full
spectrum of wealth management scenarios.

Software Features:

• Financial Assessment
• Goal planning: retirement, education, major purchase, emergency fund
• Insurance analysis
• Asset allocation
• Net worth and cash flow management
• Data import capabilities

Software allows financial advisors to work with client on an individual project like a mortgage or refinance or on an entire personal financial plan.

Software will provide client a complete program that includes everything from refinancing an existing home loan, purchasing a new home, to overall debt consolidation, budget management and the simplification of his financial life.

Debt Management

Software incorporates a debt management module to restructure debt payments in order to improve client's cash flow

Home Mortgages

Not all home mortgages are created equal. The software will analyze various mortgage options, build mathematical models and advise on the best scenario.

Investment Management

The software incorporates a number of investment options in it's calculations: everything from a simple savings account to building a powerful stock portfolio. The advisor will carefully assess client's specific situation and overall goals to create a plan that will get the client where he wants to go.

Budget Analysis and Planning

Software incorporates a full featured budget analysis and planning module designed to help financial advisors workout a budget that will help clients meet their financial goals.

Retirement Planning

Clients can specify their retirement goals like age and amount of capital acquired by the time of retirement and the system will key in this information in it's mathematical model.

Insurance

Software will advise on the proper insurance coverage for clients to safeguard their financial wellbeing.