Secure and Private
Your data is stored on your device and is never transmitted or shared. QuickPlan does not collect or share any personal information.
Quick and Simple
With an easy to use interface, built-in help and straightforward analysis you can quickly determine your long term financial status.
U.S.A. and Canada
QuickPlan is localized for users in North America. Tax codes, life expectancy and investment types are all determined by your residency.
Market Comparisons
Compare the progress of your own financial plan to alternative investment scenarios (e.g. invest in the S&P 500, TSX, Dow 30 & more)
Financial Goals
Most people are not financially ready for retirement. It's not that they have not worked hard in their lives, it usually is a result of insufficient planning and not accounting for inflation.
QuickPlan is an easy to use application for your tablet that lets you define your retirement goals, input your current investments and savings and project whether you will retire when and how you expect.
Financial Analysis
After inputting your current goals and funding, QuickPlan instantly performs an analysis of your investment, savings and pension growth, your retirement needs and determines your funding shortfall or surplus.
QuickPlan goes beyond basic numbers and charts and provides you with an easy to understand narrative and forecast of your financial future.
Investments.
Savings.
Estate Planning.
Taxation.
Inflation.
Interesting financial facts.
Average Hours Worked During Lifetime
Minimum Suggested Annual Retirement $
% Of People Who Need To Delay Retirement
% Of People Wished They Retired Sooner
Current % Annual Inflation Rate