Business Details
37 Years
experience
Financial Planning Software for Professionals
Since 1989, Masterplan Financial Software has been a leader in developing comprehensive financial planning tools for professionals. Our software empowers financial planners to analyze, record, and present every aspect of a client's financial situation, from retirement and estate planning to tax strategies and investment modeling. With decades of industry experience, we combine technical expertise and personalized support to deliver solutions that meet the evolving needs of financial advisors. Our commitment to innovation is reflected in features like business valuation tools, real estate analysis, and customizable reporting formats tailored to diverse client mindsets.Backed by a Board of Advisors representing multiple financial disciplines, we maintain rigorous compliance with tax law updates and industry standards. Our team provides direct access to knowledgeable support staff, ensuring seamless implementation of our software. As pioneers in financial planning technology since the 1980s, we continue to refine our platform based on user feedback and regulatory changes. Our mission remains focused on enabling financial professionals to deliver exceptional value to their clients through robust analytical tools and exceptional service.
Services
Retirement Planning
Estate Planning
Tax Analysis
Investment Modeling
Risk Assessment
Cash Flow Management
Business Valuation
Education Planning
Disability Analysis
Real Estate Analysis
Details
- Year established: 1989
Highlights and features
- We offer over 35 years of specialized experience in financial planning software.
- Our team provides direct access to knowledgeable support staff.
- We feature unique tools like business valuation and investment modeling.
- Our software includes customizable reporting for diverse client needs.
- We maintain rigorous compliance with evolving tax law requirements.
Services
Retirement Planning
Our retirement planning tools analyze client financial trajectories through retirement and beyond. The software models social security benefits, tax implications, and life expectancy scenarios. Customizable parameters allow advisors to create personalized strategies for long-term financial security.
Tax Analysis
Comprehensive tax analysis features track current and projected tax liabilities. The platform incorporates the latest tax law updates and provides scenario modeling for different filing statuses and income sources. Advisors can optimize client strategies for tax efficiency.
Investment Modeling
Advanced investment modeling tools evaluate portfolio performance under various market conditions. Features include risk assessment metrics, asset allocation scenarios, and return projections. The software supports data-driven decisions for diversified investment strategies.
Business Valuation
Specialized business valuation tools apply multiple methodologies to determine company worth. The software analyzes financial statements, cash flow projections, and industry benchmarks. Advisors receive detailed reports for mergers, acquisitions, or succession planning purposes.
Estate Planning
Estate planning features coordinate inheritance strategies with tax considerations. The platform models different distribution scenarios and documents legal requirements. Advisors can create comprehensive plans for wealth preservation and transfer.
People
Larry Newman
Founder
A renowned financial planner and radio personality, Larry Newman developed MasterPlan in 1984 to address complex client needs. His vision created the industry's most analytical financial planning tool, emphasizing powerful what-if scenarios and tax optimization strategies.
Mark Robinson
Co-Owner
With computer industry experience since 1970, Mark Robinson co-founded Mark I Consultants in 1976. He brings extensive technical expertise in software development and system architecture to MasterPlan, ensuring technological excellence since acquiring the company in 1989.
Mary Robinson
Co-Owner
Mary Robinson co-founded Mark I Consultants in 1976 and has been instrumental in software documentation and user experience. Her technical background and commitment to customer service have shaped MasterPlan's approachability and support systems since 1989.
Questions
What financial planning features does MasterPlan offer?
Our software includes retirement analysis, tax planning, investment modeling, estate strategies, and business valuation tools with customizable reporting options.
How long has MasterPlan been available?
MasterPlan has provided financial planning solutions since its initial release in 1985, with continuous updates reflecting 35+ years of industry experience.
What support options are available?
We offer phone and email support during business hours, online documentation, tutorial materials, and web conference consultations for software implementation.
Can I try MasterPlan before purchasing?
Yes, we provide free software demos and month-long trials to help professionals evaluate our platform's capabilities for their practice.
How does MasterPlan handle tax law changes?
Our software incorporates the latest tax regulations through regular updates, ensuring compliance with current laws affecting financial planning strategies.
