Welcome to AssureConcept

A comprehensive suite of professional financial planning tools designed for advisors, planners, and insurance professionals.

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Welcome to AssureConcept Beta

You're experiencing the future of financial planning! Our platform is in active development, bringing you cutting-edge tools and AI-powered insights.

What this means: Some features are being refined and new capabilities are added regularly. Your feedback helps us build the perfect financial planning solution.

Beta 1.119

Early Access Program

Professional Planning Tools

Everything you need to provide comprehensive financial planning services

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Access all professional planning applications instantly. No payment information needed to get started.

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Applications

Professional-grade applications with enhanced features and optimization engines

NEW

Tax Calculator Premium

Complete Canadian tax calculation with AI-powered optimization recommendations, income splitting analysis, and multi-year planning.

All Provinces AI Optimization RRSP/TFSA
NEW

Mortgage Calculator Enhanced

Advanced mortgage analysis with stress testing, affordability calculations, prepayment strategies, and first-time buyer tools.

Stress Test CMHC Insurance Optimization
NEW

RRSP/TFSA Optimizer

Intelligent retirement savings optimization with contribution allocation, withdrawal strategies, and government benefits integration.

Smart Allocation Tax Optimization Scenarios
Active

Estate Planning

Complete estate analysis with tax optimization, asset valuation, and succession planning tools.

Tax Calculations Asset Management Reports
Active

Retirement Planning

Comprehensive retirement projections with RRSP, TFSA, and pension analysis for optimal retirement income.

RRSP/TFSA Projections CPP/QPP
Active

Loan Planning

Advanced loan calculations with amortization schedules, payment scenarios, and debt optimization strategies.

Amortization Payments Scenarios
Active

Client Management

Centralized client database with comprehensive profiles, notes, and integration across all planning modules.

Profiles Notes Reports
Active

Portfolio Analysis

Investment portfolio analysis with risk assessment, asset allocation optimization, and performance tracking.

Risk Analysis Allocation Performance
Active

Report Generation

Generate comprehensive PDF reports for all planning modules with professional formatting and customization.

PDF Reports Customization Templates
Active

Budget Optimizer

AI-powered personal budgeting with expense categorization, debt management, and savings goal optimization.

AI-Powered Debt Management Savings Goals
Active

Property Analyzer

Comprehensive real estate investment analysis with cash flow modeling, ROI calculations, and market analysis.

Cash Flow ROI Analysis Market Data
Active

Mortgage Optimizer

Advanced mortgage optimization with prepayment strategies, refinancing analysis, and rate scenario modeling.

Prepayment Refinancing Rate Analysis
Active

Insured Annuity Strategy

Advanced insured annuity planning with life insurance optimization, tax-efficient income strategies, and estate preservation.

Life Insurance Tax Efficiency Estate Planning

Coming Soon - 2025 Roadmap

Professional applications currently in development

Q3 2025

Life Insurance Analyzer

Comprehensive life insurance needs analysis with term vs permanent comparisons, estate liquidity planning, and product optimization.

Needs Analysis Product Compare Estate Planning
Q3 2025

Business Structure Optimizer

Compare business structures, salary vs dividend optimization, small business deduction planning, and succession strategies.

Tax Planning Incorporation Succession
Q3 2025

Retirement Planner Pro

Complete retirement planning with income optimization, longevity risk analysis, and Monte Carlo simulations.

Monte Carlo Risk Analysis Income Planning
Q4 2025

Estate Planning Suite

High net worth estate planning with trust structures, tax minimization, and wealth transfer strategies.

Trust Planning Tax Minimization Wealth Transfer
Q4 2025

Insurance Comparison

Multi-provider insurance comparison for auto, home, and life insurance with needs-based recommendations.

Multi-Provider Auto & Home Life Insurance
Q4 2025

Investment Property Pro

Advanced real estate investment analysis with portfolio management, market analysis, and tax optimization.

Portfolio Mgmt Market Analysis Tax Optimization
Q1 2026

Quebec Benefits Optimizer

Quebec-specific benefits optimization including RQAP, child care credits, FTQ/Fondaction strategies, and QESI planning.

RQAP FTQ/Fondaction Quebec Credits
Q1 2026

Quebec Business Suite

Quebec business tax compliance, QST calculations, R&D credits (CDAE), and investment incentive optimization.

QST Compliance R&D Credits Investment Incentives

Why Choose AssureConcept?

Built specifically for Canadian financial professionals

Canadian-Focused

Designed for Canadian tax law, regulations, and financial products including RRSP, TFSA, CPP, and QPP.

Bilingual Support

Full French and English support for serving clients across Canada.

Professional Reports

Generate comprehensive, professional PDF reports for client presentations and regulatory compliance.