The software is intuitive and everyone … The software is intuitive and everyone I have ever spoken with at the company has been beyond helpful. Do yourself a favor and check out their offerings - you will not be sorry!

exactly what i was looking for exactly what i was looking for. the software was a tremendous help in fulfilling a clients need.

RMD Software the absolute BEST! We have used ImagiSOFT's RMD software for very many years. It is simple, straightforward, and easily understood by our clients. We do many hundreds of RMD calculations every year and have several tools available to us to use, but we prefer to pay ImagiSOFT's annual fee (which is extremely reasonable) rather than use those other tools included in our very expensive software suites. Frankly, if you do any number of RMD calculations, this is the tool you absolutely owe it to yourself to try. You will not be disappointed.

Impressive products supported by excellent customer support. I have used ImagiSoft illustration products for several years in my retirement planning practice. The ease of use and the way the products break down complex financial concepts for my clients and prospects is invaluable.

Separate yourself from the Masses! In my practice I work primarily with qualified money. I illustrate the Multi-Generational or Stretch concept in almost every interview no matter what their intention, simply because it sells and it opens a nice dialog every time. A good example of this happened to me just last month where I was competing with another adviser on a 1.2 millions dollar sale and who happened to be illustrating the very same product, only I got the business because I showed this concept. I have been in this business for over 35 years and I believe anyone who illustrates this concept correctly will make many more sales, period! Showing people how to create a lasting legacy and educating them about the possible tax traps from their "Least Favorite Relative, Uncle Sam" is a story that everyone of your potential clients should be hearing. Believe me, it will turn many more of your interviews into clients. Top notch software and the customer service is second to none! Great Job ImagiSOFT!