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Skip Navigation Links | Products | Plansoft Financial Planner | Features | Issues

Issues

Record any lifestyle or financial issues that need to be taken into consideration with the financial plan.

Example 1 : Issues

Issues.png

Risk Profile

Record the desired risk profile

Example 2 : Risk Profile

RiskProfile.png

Market Exposure

Record the desired market exposure which can then be compared to existing or proposed strategies.

Example 3 : Market Exposure

MarketExposure.png