Not a member? Register | Lost your password?

Welcome To pfireNet

OUR SUITE OF SIMPLE NEEDS CALCULATORS FOR THE PROFESSIONAL FINANCIAL ADVISOR

published: 03 Jun
2021-06-03 08:32:59

 

WATCH A VIDEO DEMONSTRATION...

 
  • Click HERE to view a QUICK demonstration of the Simple Personal Needs Calculator
  • Click HERE to view a QUICK demonstration of the Simple Business Needs Calculator
  • Click HERE to view a QUICK demonstration of the Simple Wealth Map
 

PURCHASE HOW?

To purchase an annual license to access the standalone needs calculators, you must apply via this website as follows: -

  • This URL is https://snc.pfirestorm.co.za

  • Click Register

  • Complete the registration process and submit. Remember keep your login and password safe because you will be required to login again to retrieve your Calculator/s and Access Codes,.

  • You will be sent an invoice for the annual license fee/s which will be licensed to you PERSONALLY!

  • You must pay the invoice and send proof of payment to register@snc.pfirestorm.co.za

  • Within 2 working days after payment: -

    • You will be notified that your Excel Simple Calculator/s and access codes have been uploaded to your profile at this URL. You will then need to login and retrieve: -

      • Your Excel Simple Calculator/s from your secure Cyber Office

      • Your Simple Calculator Access/s code from the inbox of your your profile Communication Centre

    • Remember, your only security is keeping your login credentials safe and your access codes secure.

    • You should never duplicate your excel calculator/s but rather save or export your results to a .pdf document for both security, continuity and record keeping purpose.

    • At the end of your annual license period, your codes shall expire and you will need to renew your license at which time new codes will be uploaded for your following years access. It is important to note that your calculator/s (or copies thereof) will no longer function and you will no longer have access to the data that you may have saved under any copies thereof.

 

MORE ON OUR SIMPLE CALCULATOR SERIES

 

We offer standalone Simple Needs Calculators to professional financial planning advisors who are looking for a basket of calculators designed to collate financial information and perform complex calculations that produce client friendly financial intelligence. Our standalone calculators are refreshingly unique in their simplicity; efficient in design and above all, offered at a fraction of the price of its competitors in a world gone mad with complexity and AI.

 

The Financial Advisor

 

Providing professional financial planning advice requires financial advisors to consider a vast amount of information from both a macro and micro-environment: financial; environmental; regulatory; and of course, emotional perspectives. Every client is different and no single software financial planning tool, no matter how expensive, will provide the all the advice clients need.

 

In providing advice, the financial advisor’s role is to ensure, no matter the advice offered, or recommendations made, that they enable the client to make informed decisions. Within all this complexity, financial advisors are looking for powerful, seamless, and intuitive tools that help them run financial scenarios and easy to understand illustrations to assist before, during or after client collaboration. Our Calculators are designed to enable financial advisors to independently, or in collaboration with their clients, build quick, easy to understand scenarios and illustrations. This will enable them to generate information that contributes toward providing efficient and professional financial advice.

 

The Practical Application

 

  • Calculators are standalone and excel based.

  • Minimal data capturing requirements for different need scenarios.

  • Macro environmental assumptions can be modified by the advisor to fit individual client assumptions.

  • An array of financial calculators and tools is also provided to support the needs-based inputs required.

  • Results are presented instantly, uniquely and in self-explanatory reports that are advisor and client friendly.

  • Using on-line collaborative technologies such as Microsoft Teams, Zoom and others make scenario planning quick and effective.

  • Resultant reports can be published, exported, printed (digitally or hard copy), saved and converted into multiple formats (as per Excel rules).

 

DO YOU NEED A BESPOKE CALCULATOR OR WANT ONE OF OURS ENHANCED FOR YOUR BENEFIT?

 

If you are looking for a bespoke calculator or you are using one of our calculators and want some specific add on specifications, we will be happy to consider changes. In this event, note the following: -

 

  • The Development costs will be for your account for which we will quote.
  • The development costs can be paid for once off or absorbed in a permanent increase in your license fees.

 

Talk to us. WE can help tailor this.