Specifications describe the capabilities of our holistic financial plans. Understanding the specifications 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 specifications by reviewing the edition comparison.
- Reviewing the specifications 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) | |
|---|---|---|
Maximum No. of Children | 10 | 10 |
Maximum No. of Debts / Assets | 15 | 15 |
Maximum No. of Income Sources | 15 | 15 |
Maximum No. of Retirement Accounts | 10 | 10 |
Maximum No. of Investment Accounts | 10 | 10 |
Maximum No. of Banking Accounts | 10 | 10 |
Maximum No. of Years per Plan | 83 | 83 |
Maximum No. of Budget Lines | Unlimited* | Unlimited* |
Maximum No. of Net Worth Lines | Unlimited* | Unlimited* |
Specification Details
A further explanation of each of the specifications 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.