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With FPS your in control of the data...

And also the layout!

Choose from dozens of predefined templates or create your own.

One of the Pre-configured Templates available for the Summary Section.

This is the same template altered using just drag-n-drop technology. We make it easy to customize the layout.

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You decide the look and feel of the entire program

With over 30 different skins to pick from...

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  Create new and fresh scenarios for your clients easily...  

Without ever altering the original data!

Data is arranged vertically in columns.

Actual Data is always the first column on the left. It's background always stays white or a similar color depending on the skin selected.

  Alternative backgrounds change color if they differ from the actual data. Red=lower values, Green=Higher values. Making it easy to spot the differences.  

Entire columns can be copied and pasted... creating and using alternatives is easy !

FPS allows up to 3 Alternative Plans for each Client.

  Select which data to use when your ready to preview or print...  

  This example would use Actual data from Financial Statement, while using Alternative 1 from the Retirement data, etc.

Designed for

  • Professional Financial Planners 
  • Life Insurance Agents. 

Clearly show clients where they stand with their financial goals.

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We’ve combined professional financial planning software with a contact management system making it easy to stay in touch.

Reporting

  • Reports that clients understand 
  •  Flow chart layout (Estate Planning)
  • Summary Sections
         Preview Reports          
         Preview Screens          

 

Testimonials

The FPS System has been the very foundation on which the Austin Asset Management firm has been built since 1986. It provides the analysis and alternative planning that concisely and clearly shows clients where they stand with their financial goals.
John Henry McDonald CFP, Austin Asset Management
Our firm has used the FPS System since 1987. It’s easy to use and the understandable reports are exceptional. It is a flexible system that lets us enter a little data, or we can expand it to keep detailed records.
Michelle Maton, CFP, EA, ATA, Aequus Wealth Management
In 1981, we began using the FPS System until we could find a better planning and
marketing system. But we have yet to find another system that provides both meaningful analysis and ease of navigation.
Monroe Diefendorf, Jr., MI, CFP, CLU, ChFC, RFC, CIMA, Diefendorf Capital Planning Associates
The FPS System also includes client management capabilities that guide our planners to stay in touch with client. The system is High Tech with High Touch at its very best” John Henry was Chosen by Worth Magazine as one of “The 250 Best Financial Advisors” in the nation.
John Henry McDonald CFP, Austin Asset Management
Our clients, even those who are not financially literate, easily understand the reports. Over the years, we have reviewed other
financial planning software but have remained with the FPS System because it is clear and accessible.
Michelle Maton, CFP, EA, ATA, Aequus Wealth Management
FPS gives me the tools to be completely objective. It has also helped us to build equity
in our financial planning business by being software that you can count on.
Monroe Diefendorf, Jr., MI, CFP, CLU, ChFC, RFC, CIMA, Diefendorf Capital Planning Associates

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Licensed Users

Free System Upgrades
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Submit Ideas

Have an idea for FPS?

Submit your feature request and it could be included in a future version of FPS.
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