Product Information

Integrate2000 is an integrated financial planning software product offered with documentation. Integrate2000 runs in conjunction with Microsoft Windows (Version 2000 or later) and Microsoft Excel (versions 2000 or later).

Integrate2000 is completely customizable, giving you the flexibility and control you need to capture the details that make each of your clients’ situations unique.

Key Features and Benefits include:

• Planning Areas - Click here for more information
• Exhibits - Click here for more information
• Excel Based – Allowing You to Link with Other Microsoft Programs
• Full Visibility – To all Underlying Assumptions and Formulas
• Designed to Run Multiple What-If Scenarios with Ease
• Ability to Audit Results and Modify Formulas
• Run Monte Carlo Simulations on Projections – Baseline and Alternative Scenarios
• Ability to Demonstrate the Value of Your Recommendations Through Before and After Planning Exhibits
• Enhanced Data Entry Control – Set Beginning Year, Ending Year, and Growth Rate for Most Income and Expense Items
• Detailed tax calculations in all future years with the ability to control key tax inputs on a year-by-year basis. Annual updates of federal tax tables and regulations are provided.