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WP Awards 2015 Finalist
What’s New?

July 2015

  • Portfolio Builder released
  • Federal Budget update, including to RRIFs and TFSAs
  • All new training videos
  • Revisions to Retirement Assessment plans and the interface
  • Alberta taxes updated

April 2015

  • Budget update to Alberta income tax
    Enhancements to: Lines of credit, Estate Maps

March 2015

  • Output now includes average and marginal rate graphs
  • Report templates now retain images
    Enhancements to: DBP PA calculations, insurance loans

February 2015

  • Modern Colour Set added and applies to both output and on-screen interaction
  • Report settings now include a footer date option

January 2015

  • Vision Systems training now provides FPSC Certifiable CE Credits
  • Annual income tax update
    Enhancements to: Mortgage terms panel

December 2014

  • Summary Reports now include user-defined sections and the ability to move sections
  • RDSPs are now available
  • Estate Maps have been added
  • The ability to compare any two solutions has been added under Reports
  • Average and marginal tax rates added to net cash
    Enhancements to: PDF Questionnaires, mortgages rates, OAS and GIS

November 2014

  • User customizable colour sets
  • OAS and GIS rates updated
  • Lines of credit can now be linked to any asset
  • Financial ratios have been added
  • Cash Uses within the Summary Report now include a comparable tax rate table
    Enhancements to: PDF Questionnaires, mortgages rates, OAS and GIS

October 2014

  • Fillable and importable PDF forms added for Ideal Planning Candidate Software, and the Values and Vision Exercises
  • Export data from an existing client file in VisionWorks into a questionnaire
  • Reporting for linked CorpWorks and TrustWorks files now produce Corporate Maps and Trust Maps in a VisionWorks printed plan
  • Cash Uses within the Summary Report now include a comparable tax rate table
    Enhancements to: Simple private company shares, DBPs

September 2014

  • NEW fillable and importable PDF questionnaires for Retirement Assessments (“How much income do you want in retirement?”), Retirement and Estate Assessments (which integrates the terms of Wills for clients in second marriages / have blended families) and Financial Planning / Life Planning
  • Export data from an existing client file in VisionWorks into a questionnaire
  • Reporting: Two-page Initial Assessment report for Retirement Assessments / Retirement and Estate Assessments
  • Life insurance needs over time graph and table
    Enhancements to: Data import (OneBoss), Investment allocation, spreadsheet output

June 2014

  • User customized report Text Templates added
  • In-Trust For account added
  • Liquidity and Charges to Estate report added
  • Report production simplified with more easily identified sections and sub-sections
    Enhancements to: RESPs, property conversion

 

Testimonials

VisionWorks is the premier life planning or "next-generation financial planning" software.

Click the logo to open the VisionWorks menu.
Learn more, download a free Trial, and play the training videos.
 

 

CorpWorks is the premier corporation planning and "business coaching" software.

Click the logo to open the CorpWorks menu.
Learn more, download a free Trial, and play the training videos.

TrustWorks is the premier trust planning and "coaching" software.

Click the logo to open the TrustWorks menu.
Learn more, download a free Trial, and play the training videos

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