The American Dream Planner is the most sophisticated estate and financial planning software available, yet it's the easiest to use.
The main challenge our client was having before coming to Conquent was communication. We're dealing with complex financial models, interactive database tools, and a market made up of lawyers, financial planners and bankers, all with different ideas of what this kind of software should do.
We are extremely proud of our involvement with the software -- our programmers delivered a functioning desktop application, our designers created a great brand, our web team hooked the desktop system into a web based authentication system, and our project managers kept everything running throughout the chaotic process.
Creating a new brand ID was only part of the battle. The pre-existing American Dream Planner website had a lot of existing content which needed to be put into the new look and feel. With a bit of effort, the graphic designers were able to provide icons, colors, fonts and all the other necessary elements to allow the Web team to shift the content over smoothly.
Then, the web team had to creating a seamless link between a desktop application and a web delivery system -- with different flavors of Microsoft Windows to support, a variety of ways people connect (or don't connect) to the Internet, a fairly non-technical customer base, and the utmost need for security, the team had to make the Internet Application work as easily and universally as possible.
With a combination of a light touch to the Windows application and a series of electronic handshakes and countersigns, updates and upgrades are delivered cleanly with just the customer's push of a button.
Our client has an ambitious goal; he wants to change the way people do financial planning. No one really examines all the aspects of an estate. Insurance companies are looking at what they need to sell you insurance, retirement companies are looking for ways to support their funds, and accountants are generally looking at this year.
Our programmers created an interactive system which allows all aspects of estate to be considered from real property, through business investments, charitable gifts and trusts, while calculating in all the expenses and potential pitfalls. Not only that, but all the information can be securely shared with other users of the software letting your accountant provide some information, your broker a bit more, and your attorney can fill in the gaps.
This was a tremendously complex project, but the result is an easy to use, friendly application. You can download a free demonstration copy to see what we finally delivered by clicking here.