Key Features of the TOTAL Planning Suite

Oct 13, 2025 by ludoplayers7.com 76 views

Introduction

In today's fast-paced business environment, financial planning has become an essential aspect of any organization's success. With the increasing complexity of financial data, businesses need a robust and efficient planning tool to make informed decisions. This is where the TOTAL Planning Suite comes in – a comprehensive planning solution that provides a full spectrum of planning tools to satisfy any customer type. In this article, we will delve into the key features and benefits of the TOTAL Planning Suite, and explore how it can help businesses streamline their financial planning processes.

What is the TOTAL Planning Suite?

The TOTAL Planning Suite is a cutting-edge financial planning solution that offers a unique "Integrated Database and Input" method. This innovative approach allows businesses to enter data one time into the TPS data collection forms, and then pick the right reporting tool for each client engagement. This not only saves time but also increases the ability to provide cost-effective solutions to clients. With the TOTAL Planning Suite, businesses can say goodbye to tedious data entry and hello to efficient financial planning.

Key Features of the TOTAL Planning Suite

The TOTAL Planning Suite offers a range of features that make it an indispensable tool for businesses. Some of the key features include:

Quick Entry Wizard

The Quick Entry Wizard is a user-friendly feature that allows for quick and easy client data entry. This feature is designed to save time and reduce errors, making it an essential tool for businesses that need to manage large amounts of client data.

Age Change Event Tables

The Age Change Event Tables are the ultimate in flexibility. This feature allows modification of expenses, incomes, etc. as often as needed, making it an ideal tool for businesses that need to adapt to changing financial circumstances.

Third Party Connectivity

The TOTAL Planning Suite offers seamless connectivity with third-party solutions, including Albridge Solutions, Microsoft Outlook, and Silver Financial Planner. This feature allows businesses to import contact/asset information from these solutions, and export data to Microsoft Outlook and LaserApp.

Three Reporting Modules

The TOTAL Planning Suite offers three reporting modules that cater to different business needs:

Easy Money (Goal Based)

The Easy Money module is a goal-based reporting tool that helps businesses set and achieve financial goals. This module provides a clear and concise report that outlines the steps needed to achieve financial objectives.

Golden Years (Cash Flow Based)

The Golden Years module is a cash flow-based reporting tool that helps businesses manage their cash flow effectively. This module provides a detailed report that outlines projected income and expenses, helping businesses make informed decisions.

Strategic Solutions (Specialized Reports)

The Strategic Solutions module is a specialized reporting tool that provides customized reports to meet specific business needs. This module allows businesses to create tailored reports that address unique financial challenges.

Benefits of the TOTAL Planning Suite

The TOTAL Planning Suite offers a range of benefits that make it an essential tool for businesses. Some of the key benefits include:

Increased Efficiency: The TOTAL Planning Suite saves time and reduces errors, making it an ideal tool for businesses that need to manage large amounts of client data.
Improved Accuracy: The TOTAL Planning Suite provides accurate and reliable financial data, helping businesses make informed decisions.
Enhanced Collaboration: The TOTAL Planning Suite offers seamless connectivity with third-party solutions, making it easy to collaborate with clients and stakeholders.
Customized Reporting: The TOTAL Planning Suite offers three reporting modules that cater to different business needs, providing customized reports that address unique financial challenges.

Conclusion

In conclusion, the TOTAL Planning Suite is a comprehensive planning solution that provides a full spectrum of planning tools to satisfy any customer type. With its unique "Integrated Database and Input" method, the TOTAL Planning Suite saves time and increases the ability to provide cost-effective solutions to clients. The key features and benefits of the TOTAL Planning Suite make it an indispensable tool for businesses that need to streamline their financial planning processes. Whether you're a financial advisor, accountant, or business owner, the TOTAL Planning Suite is an essential tool that can help you achieve your financial goals.

Frequently Asked Questions

Q: What is the TOTAL Planning Suite?

A: The TOTAL Planning Suite is a comprehensive planning solution that provides a full spectrum of planning tools to satisfy any customer type.

Q: What are the key features of the TOTAL Planning Suite?

A: The key features of the TOTAL Planning Suite include the Quick Entry Wizard, Age Change Event Tables, Third Party Connectivity, and three reporting modules: Easy Money, Golden Years, and Strategic Solutions.

Q: What are the benefits of the TOTAL Planning Suite?

A: The benefits of the TOTAL Planning Suite include increased efficiency, improved accuracy, enhanced collaboration, and customized reporting.

Q: How can I get started with the TOTAL Planning Suite?

Introduction

The TOTAL Planning Suite is a comprehensive planning solution that provides a full spectrum of planning tools to satisfy any customer type. With its unique "Integrated Database and Input" method, the TOTAL Planning Suite saves time and increases the ability to provide cost-effective solutions to clients. In this article, we will answer some of the most frequently asked questions about the TOTAL Planning Suite.

Q&A

Q: What is the TOTAL Planning Suite?

A: The TOTAL Planning Suite is a comprehensive planning solution that provides a full spectrum of planning tools to satisfy any customer type. It is designed to help businesses streamline their financial planning processes and provide cost-effective solutions to clients.

Q: What are the key features of the TOTAL Planning Suite?

A: The key features of the TOTAL Planning Suite include:

Quick Entry Wizard: A user-friendly feature that allows for quick and easy client data entry.
Age Change Event Tables: The ultimate in flexibility, allowing modification of expenses, incomes, etc. as often as needed.
Third Party Connectivity: Seamless connectivity with third-party solutions, including Albridge Solutions, Microsoft Outlook, and Silver Financial Planner.
Three Reporting Modules: Easy Money (Goal Based), Golden Years (Cash Flow Based), and Strategic Solutions (Specialized Reports).

Q: What are the benefits of the TOTAL Planning Suite?

A: The benefits of the TOTAL Planning Suite include:

Increased Efficiency: Saves time and reduces errors, making it an ideal tool for businesses that need to manage large amounts of client data.
Improved Accuracy: Provides accurate and reliable financial data, helping businesses make informed decisions.
Enhanced Collaboration: Offers seamless connectivity with third-party solutions, making it easy to collaborate with clients and stakeholders.
Customized Reporting: Provides customized reports that address unique financial challenges.

Q: How does the TOTAL Planning Suite save time?

A: The TOTAL Planning Suite saves time by allowing businesses to enter data one time into the TPS data collection forms, and then pick the right reporting tool for each client engagement. This eliminates the need for tedious data entry and reduces errors.

Q: Can I customize the reports generated by the TOTAL Planning Suite?

A: Yes, the TOTAL Planning Suite offers customized reporting options. The three reporting modules (Easy Money, Golden Years, and Strategic Solutions) can be tailored to meet specific business needs.

Q: Is the TOTAL Planning Suite compatible with my existing software?

A: Yes, the TOTAL Planning Suite is compatible with a range of third-party solutions, including Albridge Solutions, Microsoft Outlook, and Silver Financial Planner. This ensures seamless connectivity and collaboration with clients and stakeholders.

Q: How do I get started with the TOTAL Planning Suite?

A: To get started with the TOTAL Planning Suite, contact our sales team to schedule a demo and learn more about our comprehensive planning solution.

Q: What kind of support does the TOTAL Planning Suite offer?

A: The TOTAL Planning Suite offers comprehensive support, including:

Phone Support: Dedicated phone support for any questions or concerns.
Email Support: Email support for any questions or concerns.
Online Resources: Access to online resources, including user manuals and tutorials.

Q: Can I upgrade or downgrade my TOTAL Planning Suite subscription?

A: Yes, you can upgrade or downgrade your TOTAL Planning Suite subscription at any time. Contact our sales team to learn more about our flexible pricing options.

Q: Is the TOTAL Planning Suite secure?

A: Yes, the TOTAL Planning Suite is secure. We use industry-standard encryption and security protocols to protect your data and ensure the integrity of our system.

Q: Can I integrate the TOTAL Planning Suite with my existing accounting software?

A: Yes, the TOTAL Planning Suite can be integrated with a range of accounting software, including QuickBooks and Xero. Contact our sales team to learn more about our integration options.

Q: What kind of training does the TOTAL Planning Suite offer?

A: The TOTAL Planning Suite offers comprehensive training, including:

Online Tutorials: Access to online tutorials and user guides.
Phone Support: Dedicated phone support for any questions or concerns.
In-Person Training: In-person training sessions for businesses that require more extensive training.

Q: Can I cancel my TOTAL Planning Suite subscription at any time?

A: Yes, you can cancel your TOTAL Planning Suite subscription at any time. Contact our sales team to learn more about our flexible pricing options and cancellation policies.

Conclusion

The TOTAL Planning Suite is a comprehensive planning solution that provides a full spectrum of planning tools to satisfy any customer type. With its unique "Integrated Database and Input" method, the TOTAL Planning Suite saves time and increases the ability to provide cost-effective solutions to clients. We hope this Q&A article has provided you with the information you need to get started with the TOTAL Planning Suite. Contact our sales team to schedule a demo and learn more about our comprehensive planning solution.