One Solution for All Advisers

Successful advisers use Financial Needs Analysis to promote the sale of insurance, investments and other financial products to meet the needs of the middle and emerging-affluent marketplaces. Financial Needs Analysis is ideal for advisers who require flexible data entry with realistic calculations focused on single need, transactional sales and reports that can be produced in minutes.

Present Effective Solutions, Motivate Clients to Action

Each Financial Needs Analysis sales proposal focuses on a client’s most basic needs: insurance planning, retirement planning, education funding (from Prep School to University if needed) and lifetime cashflow analysis. Each need is tied together using a powerful Summary of Values for presentation to the client. Each individual need presented in the executive summary is designed to inform and motivate clients, providing advisers with what they need to make the sale.

The PlanLab® Platform

Financial Needs Analysis, along with Financial Strategies, gives advisers the tools they need to address all client needs. In addition, Business Rules and the PlanLab Office System can be added to the PlanLab platform to improve sales and enhance collaboration across the enterprise.

One Solution for All Markets


Analyse Basic Financial Concerns

  • Survivor Needs
  • Retirement Planning
  • Education Funding
  • Disability
  • Long-Term Care
  • Accumulation Planning
  • Distribution Planning

Present Persuasive Presentations

Financial Needs Analysis presents each financial concern using the perfect blend of analysis and graphics to disturb, inform and motivate clients to action.

New "save-in-favourites" feature enables users to select particularly appealing combinations of text, graphics and ledgers and save them as templates to become instantly available for future clients.

Additional existing packaged report templates are immediately accessible and can be adapted at a mouse-click to cope with one or more of five different needs.

New "customise" functionality gives the adviser total control and flexibility to turn on or off those pages or sections you want in your reports.

Like all PlanLab output options, Financial Needs Analysis is available as "Subscription Software" and comes with NO VAT and no charges for online support.


  • Internet Explorer 7 or greater,
    Firefox 3 or greater
  • Adobe Reader 7.0 or greater
  • Connection to the internet
Per Month


This product sits on the Web-based PlanLab platform. The complete functionality of PlanLab comes in an easy-to-use, web-based package that requires little or no training to get started. Intuitive features in PlanLab make it easy to collect and analyze client data, motivate clients to action, and monitor their progress.

For more information or to arrange for a demonstration, please email or call 01743 248515.

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