Graduate to professional-grade software that takes your business to the highest level.
Have complete confidence
when building even
the most complex plans.
Exceed your clients’
expectations and
merit referrals.
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?
Reflect real-life changes and challenges over time. Accurately model rental properties, corporations, trusts, and more. Integrate the terms of wills for proper estate planning. Create plans that clients believe in and will value.Switching to Vision Systems is simple
We understand that switching software takes time. But the long-term benefits will enable you
To help you make the switch, we’ve developed an effective 3-step process.
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.
Choose the software that
meets your needs:
VisionWorks (personal planning),
CorpWorks (private companies),
TrustWorks (personal trusts),
or the complete planning suite.
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.”
VisionWorks is the most scalable, robust, and
accurate personal planning software anywhere.
CorpWorks is the most robust and only accurate
private corporation software anywhere.
TrustWorks is the only personal
trust software anywhere.
“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. ”
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.
“Thanks for creating VisionWorks. It’s amazing how the software makes it easier for my clients to experience transformational change.”
—Ian Cubitt, CPA, CA