The latest FinPlan release (R7.6) is
available free of charge to all users.
This major upgrade delivers many new and enhanced features
including:
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• |
Optimisation
for 1024x768 screen displays |
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• |
Improved
performance for large databases and over Internet
connections |
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• |
New Client
Review Pane to highlight current work and review items |
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• |
Improved Fact
Find Wizards for easier data entry |
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• |
New Client
Review History |
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• |
New Financial
Planning Tools for School Fees, Regular Savings and Lump Sum
Investments |
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• |
Reference
Template system to manage standard documents such as IDDs
and application forms |
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• |
Integration
to Mortgage 2000 Encore. |
Please Note: This
release does not support Windows 98, Windows ME or Windows NT. A
minimum screen resolution of 1024x768 is required.
If you have any questions regarding this update, please do not
hesitate to contact Technical Support.
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