Testing Financial Planning Tools

User Acceptance Testing

We test all Financial Planning tools offered by any software provider.  We do not test CRMs and we do not do functional testing.

We test for accuracy of calculations, correct application of legislation and the application of Financial Planning principles.  We further identify any areas of risk for the business.

We offer our testing services to both the software providers as well as users of the relevant system.

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Testing Financial Planning Tools require expertise.  You cannot just follow a set of steps.  You must be able to bring together theory, practice and desired outcomes with user experience.

Testing is done by a CFP® Professional with 20 years practical experience.


We are independent and we execute the testing as if we will be using the system ourselves.  Our 20 years’ experience in the industry, qualifications and technical knowledge of Financial Planning is what sets us apart from anyone else.

We require testing, please contact us

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