FinPlan Assets+
An application that simplifies the task of calculating assets for divorce cases
Easily prepare financial affidavits with all divorce asset facts in place
FinPlan Assets+ makes the gathering, editing, and comparison of client information easy, thorough, and well organized. Easily prepare financial affidavits that show income, budgets, assets, and liabilities for a couple going through divorce.
FinPlan Assets+ features
- Input information directly, or have clients prepare and supply information using the preformatted Excel spreadsheet
- Transfer income and tax inputs directly from FinPlan Divorce Planner
- Includes four versions: National, Connecticut, and Florida, and New York
- Choose either weekly, monthly, or annual numbers to prepare financial affidavits
- Create as many versions as you need
- Prepare reports that compare the assets and expenses of two parties
- Export to and import from other Assets+ users
- Footnotes, available for each data point entered, are shown next to the item on the financial affidavit
- Notes the source of each data item and makes additional notes you'll want to see when reviewing input items
- Send reports to either Word or Excel for further editing
- Export data to FinPlan Equal Shares, which helps property distribution without double data entry
Product support
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