According to CCH, the software allows planners to do real-time, integrated retirement planning, asset allocation, investment performance analysis, income tax analysis, cash flow analysis, education funding and other functions.

Enteract can produce integrated plans involving several types of goals, such as planning for retirement and funding a college education, while simultaneously determining the need for life insurance. The software also features customization options that enable planners to tweak client data and immediately see the effect of the change on an entire plan, allowing "what-if" scenarios to be presented interactively, the company said.

A one-year subscription costs $995 plus applicable tax, shipping and handling.

The offering complements CCH's existing estate and financial planning-related products, including Solutions for Financial Planning, FinEst Calcs, ViewPlan, Estate and Gift Tax Reports, and Financial and Estate Planning.

-- SmartPros News Staff

Send comments to information@smartpros.com

Back to NewsLine