Whether you’re an individual interested in making a financial plan for yourself or your household or you’re a professional financial advisor or planner, Filiphant has a product for you:
Filiphant® Household is for personal use by one household on one computer with Microsoft Excel*.
Filiphant® Professional is for financial advisor or planner use for unlimited households on one computer with Microsoft Excel*.
* No Microsoft Excel skills necessary.
Process
It’s easy to use Filiphant’s advanced algorithms to plan your financial life.
You can create as many scenarios as you’d like and see how each one impacts your current and future financial life.
2
Enter your
financial information
Follow the steps included with Filiphant software to enter your current financial information.
3
Adjust your
financial plan
You may adjust your financial plan as you see fit for your future financial life. Make as many financial scenarios as you like.
Compare Editions
| Household | Professional (coming soon) | |
|---|---|---|
Use on | Microsoft Windows 7+ | Microsoft Windows 7+ |
Use With* | Microsoft Excel 2016+ | Microsoft Excel 2016+ |
Features | Compare Features | Compare Features |
Functionality | Compare Functionality | Compare Functionality |
Specifications | Compare Specifications | Compare Specifications |
Collaboration | Share plans among household members Send your plan to an advisor | Share client plans among firm advisors Send a client their plan |
Security | Software is digitally signed Plans are encrypted | Software is digitally signed Plans are encrypted |
License | Personal use by one household on one computer | Financial advisor use for unlimited households on one computer |
Pricing | Compare Pricing | Compare Pricing |
Considerations |
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