LifeLink by FinTech and CorporateLink
PensionLink **
Financial PathFinder is the latest generation of financial planning software able to assist you in developing a comprehensive financial plan simply, logically and effectively. This modular is structured around the way you work and think. It enables the financial planner to formulate various strategy types with ease as well as utilising the system as an effective sales tool.
Financial PathFinder is a fluid, flexible software program designed to enable you to create as many scenarios for prospective clients, each with different strategies and the capacity to save each and every strategy for future reference. In this manner each and every aspect of your dealings with your clients is recorded.
Financial PathFinder is a modular system consisting of a variety of financial planning applications and can be acquired individually or in a staggered fashion but all modules are interconnected. The modules are as follows:
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LifeLink by FinTech and CorporateLink |
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PensionLink ** |
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Standard to all system module configurations.
** Interfaces with ING’s Annuities and Pensions program.
Financial PathFinder contains a database of historical information on the managed investment industry and via a special Morningstar data feed, data is provided on both wholesale and retail managed funds. In this manner you are able to bring into play a wide variety of value added applications and are able to compare arrange of products and, where necessary, products and indices. The Australian funds database has historical information in the following sectors:
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Equity Trusts |
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Property Trusts |
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Mortgage Trusts |
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Cash Management Trusts |
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Superannuation Trusts and Bonds |
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Rollover Funds |
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Insurance Bonds |
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Allocated Pensions |
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Friendly Society Bonds |
Financial PathFinder comes with a library of researched articles as well as the capacity to change any information as a consequence of legislative changes. It also contains an inbuilt word processor that enables any number of additional articles to be included in the library by an adviser.
Financial PathFinder contains a range of update facilities pertinent to income tax, Social Security, changes in AWOTE and a wide variety of annual numeric changes, e.g.
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Tax and Medicare rates |
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RBL & LSL |
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Surcharge |
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Super deduction limits |
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Pensions |
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Allowances |
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Department of Veterans Affairs |
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On Line Help facilities |
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Any other miscellaneous changes |
Internet download of unit price, asset allocations, cpu distributions, bonus declarations, fund information will be provided via a special data feed purchased from Morningstar.
Share Price information is obtained via a link to EzyCast purchased from OTSdata.