At Financial Plan Advantage we strive to provide Canadian advisors with the
tools and resources they need to effectively analyze a client's situation and
recommend the appropriate solutions.
Our software has been developed in an active planning environment while
working with real clients. This has helped us to create some of the most usable
and real life applicable software on the market. This process gave us the
ability to add and remove aspects of the software, during development, based on their viability in
actual planning engagements. The end result is a program designed around how
planning is actually done and not how it is perceived to be done.
Financial Plan Advantage was founded in 2006 by Dave Faulkner,
CLU, CFP. Dave is
a pioneer in the financial planning software industry and the original designer
of one of the most well known financial planning programs available in Canada.
When he began developing software in the early 90’s, he helped develop the
principles by which all financial planning software is based. As he
moved back into the financial planning business, he quickly realized that many of
the principles utilized today are almost 20 years old, and however powerful they once were,
they no longer align with the views of today’s clients
nor do they meet the needs of today’s advisors.
This led us to the development of our latest financial planning program,
Financial Plan Advantage
Innovative software, real solutions.
The content of this site is
intended to provide you with information on the products and services of
Financial Plan Advantage and should not be
considered in any way as providing
advice. We made every effort to ensure the accuracy of the information provided
on this site at the time of posting,
however it is recommended you not act or
rely on any information on this site without first seeking the advice of the
appropriate professional advisor(s).
Copyright 2011, Financial Plan Advantage Ltd. All rights reserved