Take your financial-planning business
to the highest level.

With NEXT-GENERATION LIFE-PLANNING SOFTWARE  Tm

For People, Corporations, and Trusts

Differentiate Yourself

Graduate to professional-grade software that takes your business to the highest level.

Deliver Excellence

Have complete confidence
when building even
the most complex plans.

 Grow your business

Exceed your clients’
expectations and
merit referrals.

Don’t let planning software limit your success

Are you frustrated by inaccurate and incomplete software?
Are you wasting time doing workarounds that risk inaccuracies?
Do you worry about the impact on your clients and business?

Vision Systems offers the best software solution to
help your clients and grow your business.

Vision_Systems_Check 1 Reflect real-life changes and challenges over time.

Vision_Systems_Check 2 Accurately model rental properties, corporations, trusts, and more.

Vision_Systems_Check 3 Integrate the terms of wills for proper estate planning.

Vision_Systems_Check 4 Create plans that clients believe in and will value.

“Thanks for creating VisionWorks. It’s amazing how the software makes it easier for my clients to experience transformational change.”

—Ian Cubitt, CPA, CA

Switching to Vision Systems is simple

We understand that switching software takes time and effort. But the long-term benefits will enable you to provide meaningful value and will position you in clients’ minds as their irreplaceable financial guide.

To help you make the switch, we’ve developed an effective 3-step process.

Book a Demo

1. Book a Demo

Explore our software in a one-on-one webinar with one of our experts.
Get your questions answered.
Make sure it’s right for you.

Buy a License

2. Buy a License

Choose the software that
meets your needs:
VisionWorks (personal planning),
CorpWorks (private companies),
TrustWorks (personal trusts),
or the complete planning suite.

Life Planning Training

3. Get Training

Our proven one-on-one webinar training program is supplemented by training videos,
written documentation, and
in-depth case-coaching support.

“Vision Systems provides the most powerful financial planning software in Canada for dealing with corporate and trust clients. Its robust system requires no workarounds and can handle the most complex tax planning situations imaginable.”

—Jason M. Pereira, MBA CFA CFP (Can & US) RFP TEP FCSI CIWM PFP FMA,
Woodgate Financial Partners

A complete and fully integrated planning suite

Personal Planning Software
personal planning software

Video Play Icon 1

VisionWorks is the most scalable,
robust, and accurate personal
planning software anywhere.

Private Corporation Software 1
private corporation software


CorpWorks is the most robust and
only accurate private corporation
software anywhere.

Personal Trust Software 1
personal trust software


TrustWorks is the only personal
trust software anywhere.

Learn More

“Just wanted to tell you how impressed with VW/CW/TW we are at Camber. We’ve been using the suite’s depth to model some pretty complicated tax strategies, corporate structures, and investment analysis recently. Clients are shocked we can do it. Sometimes I’m shocked we can do it. ”

—Lucas MacMillan, B.Sc., CFP®, Camber Private Wealth

Don’t remain stuck with your one-size-fits-all software solution.

Take your financial-planning business to the highest level.

Vision Systems

Your next-generation life-planning software.