Economic Security Planning Software

For Financial Planners

ESPlannerPRO is designed for financial planners and is our only program licensed for use with clients. It includes our unique living standard risk-reward Monte Carlo simulations.

ESPlannerPRO helps smooth and raise your clients' living standard. It also determines how your clients' financial and lifestyle decisions, such as having children, retiring early or getting divorced, will affect their living standards.

The software's Monte Carlo simulations show how different current and future investment strategies will alter the current and future levels and variablility of your clients' living standard.

ESPlannerPRO provides client management tools and these additional important benefits:

• The ability to manage multiple clients
• Customized client reports with your company logo
• Free listing for your practice—including contact information, your marketing profile, and a link to your web site
• Extensive help with setup and implementation
• Special access to our software engineers
• Private on-line forum for financial planners to share ideas

The Financial Planner license is for one individual planner.
Site licenses are available for companies with multiple financial planners. Please call 617-834-2148.