General Info

MasterPlan Financial Software specializes in financial planning solutions. The company s MasterPlan program records, analyzes and presents clients current and prospective monetary positions. Its capabilities include retirement and estate planning, budgeting, asset allocation, balance sheets and cash flow. MasterPlan features analysis tools for disability, education and capital applications. The system performs business valuation, real estate analysis and investment modeling. It also generates graphs, text reports and presentations. MasterPlan Financial Software s research center offers information for the integration of business, tax and investment strategies. The company provides technical support, supplementary files and training services. It was established in 1984 and is based in Vacaville, Calif.