As an R.F.P., you hold yourself to the highest standards of excellence and integrity. Taking your business to the highest level requires next-generation planning software.
Michael Curtis has spent over 20 years developing and evolving the Vision Systems planning software suite. This integrated suite includes VisionWorks™ (personal planning), CorpWorks™ (private corporations), and TrustWorks™ (personal trusts). This next-generation suite is by far the most scalable, complete, and accurate planning software anywhere. And it is the only software that enables you to create plans that embody your knowledge and skills.
Michael is the author of “Client-Centred Life Planning: The Art and Science of Life Planning” (2nd edition, 2020).