A financial planner or personal financial planner is a practicing professional who prepares financial planning for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). One of the key objectives with which a financial planner works is to provide inflation and risk adjusted returns for its clients.

Krayons Financial Planner

Krayons Financial Planner Apps Fills Gap in Current BPM Landscape Enterprise: SAP (BusinessObjects) Oracle (Hyperion) Low End: Spreadsheets Manual Error-Prone Can't Scale Guessing-Game Visibility Expensive Slow to Implement Extremely Complex Requires Specialized Skills (Business Analysts) Rearview Mirror Visibility Krayons Financial Planner Apps Financial Planning Module SaaS Low TCO Anytime, Anywhere Access Enterprise Scalability Designed for Mid-Market Implemented by Mere Mortals Empowers Business User with Ease of Use Delivers Strategic Value Single Source of Truth Real-Time Metrics Better Business Decisions Source:PricewaterhouseCoopers, KPMG Over 75% of companies still rely upon spreadsheets for planning and reporting On-premise alternatives are simply too expensive and complicated for most companies More than 90% of corporate spreadsheets have material errors in them

End-to-End Business Management for Strategy, Planning & Execution Set Goals Plan Execute Measure Analyze Individual / Employee Financial Planning Executive CEO Business Unit Manager CFO

Krayons Financial Planner Apps & Adaptive Complete Business Insight What have we achieved historically? What are we planning to achieve in the future? How well are we executing against our plans? What if …? Not limited to Financial Planning Sales quota planning, headcount planning, marketing spend, services workforce planning Business Perspective Future Planning & Scenarios.

Customer Benefits Significantly reduce costs of running Finance/ERP and budgeting & planning processes using SaaS Achieve strong fiscal control based on accurate and timely historical data and up to date plans Better plan accuracy based on sound data and centralized plans – dramatically reducing budgeting and forecasting cycle times by up to 90% Effective execution of business strategy by improving planning across finance, sales, service and support Improved business agility and increased accuracy of forecasting based on real time view of performance and the ability to course correct in a timely manner Strategically changes the way companies do business.

Early Customer Success With Krayons Financial Planner Apps and the Financial Planning module, we have been able to link together strategy, planning, and execution. We can continuously monitor actual performance while rapidly analyzing multiple 'what-if' scenarios, which allows us to be far more nimble and effective in making both tactical and strategic decisions.

Summary: End-to-End Business Management for Strategy, Planning & Execution Real-Time Business Performance Management Elevate strategic value of Finance Make better business decisions Empowers timely course corrections Dramatic TCO Compared to On-Premise Sophisticated functionality typically costing millions from on-premise vendors Unique dynamic drill-down from top level results to transactional detail for variance analysis Best-in-Class SuiteCloud Integration Integration driven by NS-BOS development platform Brings two leading SaaS vendors together: Krayons Financial Planner Apps & Adaptive Planning

Please find few of modules mentioned below :-

• User Management Management
• Start Plan Management
• Create New Customer Management
• Children Details Management
• Education Expenses Management
• College Details Management
• Marriage Expenses Management
• Annual Income Management
• Total Salary Income Management
• Monthly Expenses Details Management
• Risk Questionnaire Management
• Demo Graphics Management
• Career Break Management
• Risk Score Management
• Equity Adjustment Management
• Additional Amount Management
• Financial Assets Management
• Non Financial Assets Management
• Other Assets and Liabilities Management
• Mutual Funds Management
• Equity Share Management
• Cash Investment Management
• Insurance Management
• Policy Description Management
• Pay Off Management
• Foreign Exchange Management
• Employee Stock Options Management
• Retirement Fund Management
• Current Property Management
• Additional Property Management
• Future Property Management
• Precious Metals Management
• Precious Items (car) Management
• Precious Items (Art) Management
• Other Assets Management
• Complete Plan Management
• Planner Performance Management
• View Rank Management
• Customer Survey Management
• Start Review Management
• View Portfolio Management
• Alerts Management
• Account Balance Management
• View Photo Management
• User Management
• Pending Reports Management
• Pending Investments Management