![]() ![]() All the financial planning and forecasting tools you need in a single platform Easily define virtual teams to discuss their findings, explore new insights, and make super-quick collaborative decisions based on a validated, up-to-date, holistic view of enterprise data. With Azure present in 54 regions and 104 countries, you can easily preserve data residency, choose from a range of comprehensive compliance and resiliency options, and benefit from geo clustering to eliminate latency issues when there is a need for superfast performance worldwide.Įnhance collaboration across the FP&A processes by allowing people to work together on shared analysis while interacting in real time through embedded chat. Inherent multi-language and multi-currency support lets you bring applications closer to users around the world, while an Azure-hosted Cloud environment offers the scalability required to support enterprise-scale planning and analysis. Integrated workflow management enables you to quickly define planning steps and approval cycles, while a drag-and-drop interface empowers you to effortlessly customize the process to your organization’s needs, maintain good financial practices, and achieve a robust, efficient, collaborative FP&A operating model. None of our products or services recommend the purchase of specific financial products.Minimal manual data collection and reconciliation Enhanced workflow and automationĪutomatically collating the latest information from every department and integrating different planning phases, Board makes it easy to extend financial planning down to the smallest operational detail while always relying on a single version of the truth, eliminating longstanding data assembly and reworking activities. The company's financial plans and recommendations, including all of such plans and recommendations provided by its direct planning services, should be viewed as suggestive and informative educational inputs into your financial decision-making. From time to time the output may contain errors that may be based upon, among other things, human data entry, aggregation and decompilation of data, processing of data through third party calculation engines and other processes that can give rise to errors. In addition, output from the software tools and planning services may incorporate data obtained from third parties and such data (including any calculations that is based on such data) is provided on an “as is” basis. Like any software products, Economic Security Planning, Inc.'s software tools may have errors in its underlying code, and the assumptions about the future that it makes and that users input may prove false. does not guarantee that the suggestions and recommendations derived from its software tools and planning services will necessarily achieve a secure economic plan. ![]() Securities and Exchange Commission or any state securities agency, is not a registered broker-dealer and maintains no other regulatory credentials associated with the management of financial assets. is not an investment adviser registered with the U.S. The creators of Economic Security Planning's software are not certified, registered, authorized, or any other form of financial planners. Learn about MaxiFi's Living Standard Monte Carlo ® risk analysisĭisclaimer: The suggestions and recommendations provided by Economic Security Planning, Inc.'s software tools and planning services do not constitute financial or investment advice. See more detail about MaxiFi software's features MaxiFi financial management software is valuable at every stage of life to help keep your personal financial plan on track. Whenever your financial situation changes or you’re facing a decision that could affect your finances, simply return to MaxiFi software, adjust your inputs and assumptions, and see how your plan is impacted. MaxiFi's optimization engine can raise your household’s spending level by finding the best Social Security filing strategy to get the highest benefits, determining when to withdraw from your retirement accounts to lower your taxes, and more. While built on solid economic theory and highly sophisticated programming, MaxiFi software is easy to use and puts you in the driver’s seat.Īfter entering your financial information, MaxiFi software generates a Base Plan that provides your highest sustainable spending level, a plan for managing your assets to sustain it, life insurance suggestions for protecting it, and much more detail about your financial future. ![]()
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