Creative Planning 5.9.0

Creative Planning, Inc. – Freeware – iOS
out of 38 votes

Editor's Review: Creative Planning by Creative Planning, Inc.

Looking for a comprehensive financial planning software? Look no further than Creative Planning by Creative Planning, Inc. This software is designed to help individuals and businesses manage their finances effectively through innovative tools and features.

Key Features:

Personalized Financial Planning: Creative Planning allows users to create customized financial plans tailored to their specific goals and needs.
Investment Management: The software offers robust investment management tools to help users make informed investment decisions.
Retirement Planning: Users can plan for their retirement with ease using the retirement planning features provided by Creative Planning.
Tax Optimization: Creative Planning includes tax optimization tools to help users minimize their tax liabilities and maximize their savings.
Collaborative Tools: The software allows for collaboration between users and financial advisors, making it easy to work together towards financial goals.

Benefits:

Easy-to-Use Interface: Creative Planning features a user-friendly interface that makes it simple for users to navigate and utilize all the tools available.
Comprehensive Financial Analysis: Users can get a comprehensive analysis of their financial status and make data-driven decisions accordingly.
Customizable Reports: The software offers customizable reporting options, allowing users to generate reports that suit their specific needs.
Secure and Private: Creative Planning prioritizes the security and privacy of user data, ensuring that sensitive financial information is protected at all times.

Creative Planning by Creative Planning, Inc. is a powerful financial planning software with a range of features designed to help individuals and businesses achieve their financial goals. Whether you're looking to manage investments, plan for retirement, or optimize your taxes, this software has you covered.

Overview

Creative Planning is a Freeware software in the category Business developed by Creative Planning, Inc..

The latest version of Creative Planning is 5.9.0, released on 05/02/2024. It was initially added to our database on 02/25/2024.

Creative Planning runs on the following operating systems: iOS.

Users of Creative Planning gave it a rating of 2 out of 5 stars.

Pros

Robust financial planning software with a variety of tools and features.
Ability to create comprehensive financial plans for clients.
Integration with various financial institutions for data import.
Allows collaboration between financial advisors and clients.
User-friendly interface with customizable settings for better user experience.

Cons

Can be expensive for individual users or small firms.
Requires a learning curve to fully utilize all the features and functionalities.
Customer support can be slow or lacking in responsiveness at times.

FAQ

What is Creative Planning by Creative Planning, Inc.?

Creative Planning is a comprehensive financial planning service provided by Creative Planning, Inc., a wealth management firm.

What services does Creative Planning offer?

Creative Planning offers services such as investment management, retirement planning, tax planning, estate planning, and more to help clients achieve their financial goals.

How is Creative Planning different from other financial planning services?

Creative Planning differentiates itself through its personalized approach, comprehensive services, and commitment to acting in the best interest of its clients.

Is Creative Planning only for high-net-worth individuals?

While Creative Planning does cater to high-net-worth individuals, they also offer their services to individuals with varying levels of wealth and financial goals.

How can I get started with Creative Planning?

To get started with Creative Planning, you can contact them through their website or by reaching out to a financial advisor at one of their office locations.

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