Functionality describes how users can interact with our holistic financial plans. Understanding the functionality will allow users to ensure they’re utilizing all of the software’s capabilities to create the most comprehensive and accurate financial plans.
Learn more about the functionality by reviewing the edition comparisons.
- Reviewing the functionality can help answer any questions you may have about the capabilities available to you when working with your financial plan.
Compare Editions
| Household | Professional (coming soon) | |
|---|---|---|
Create Multiple Plans | Up to 99 plans | Unlimited plans |
Set Plan Goal | Retirement Independence | Retirement Independence |
Set Plan Members | Self Spouse Partner Children | Self Spouse Partner Children |
Inline Data Entry | Form-based Tabular | Form-based Tabular |
Data Visualization | Graphs Tables | Graphs Tables |
History / Forecast Highlighting | Color Font | Color Font |
Account Synchronization | Manual * | Manual * |
Automatic Calculations | Child College Contribution Emergency Savings Vacation Savings Household Investment Life Insurance Debt Payoff KPIs | Child College Contribution Emergency Savings Vacation Savings Household Investment Life Insurance Debt Payoff KPIs |
Feature Linking | Budget Net Worth Income Child College Banking Investment Retirement Debt Asset | Budget Net Worth Income Child College Banking Investment Retirement Debt Asset |
Snapshot KPIs | Retirement Funding Progress Retirement Fund Preparedness Child College Fund | Retirement Funding Progress Retirement Fund Preparedness Child College Fund |
Lifetime KPIs | Budget Reserve Emergency Reserve Retirement Ratios | Budget Reserve Emergency Reserve Retirement Ratios |
Country-specific Assumptions | USA | USA |
Assumption Customization | Available | Available |
Assumption Synchronization | Automatic * | Automatic * |
New Version Upgrades | Automatic * | Automatic * |
Existing Plan Version Updates | Automatic * | Automatic * |
Language | English | English |
Currency | Any | Any |
Compare Plans | Side-by-side | Side-by-side |
Save / Backup Plans | Local Network Cloud | Local Network Cloud |
Share Plans | Available | Available |
Client Organization | Unavailable | Available |
Custom Branding | Unavailable | Available |
Functionality Details
A further explanation of the functionality is coming soon….
Products
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® Professional is for financial advisor or planner use for unlimited households on one computer with Microsoft Excel*.
* No Microsoft Excel skills necessary.