Innovative Software, Real Solutions   |  
 

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, The Razor.

Financial Plan Advantage
Innovative software, real solutions.
 
 

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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).

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