About Us

Relying on manual workarounds to fill in the gaps that your current financial planning software lacks, risks inaccuracies and is time consuming.

You can’t afford to put your business or client’s financial future at risk. You need a system that can accurately reflect all the variables in your business, while saving you time, money and worry.

Established in Ontario, Canada in 1997, Vision Systems Corp. has developed innovative software solutions – VisionWorks™, CorpWorks™, and TrustWorks™ – that provide accurate financial forecasting. For almost 20 years, the suite of Vision Systems products has been including clients’ real-life circumstances and “wants” into their financial plans. In addition to personal and trust planning, the software is also able to accurately model corporations, partnerships and joint ventures.

Vision Systems was awarded an IRAP (Industrial Research Assistance Program) grant from the
National Research Council of Canada and received two Scientific Research and Experimental
Development (SR&SD) tax credits for its innovative technology.

Our clients include individual financial planners, family offices, a national accounting firm, and a national
company that serves the medical profession. They are all resoundingly satisfied with their decision to switch to Vision Systems for their financial planning business.

“Before Vision Systems, I lacked confidence in my software’s ability to accurately forecast and consider all of my clients lifestyle needs and desires. Vision Systems has restored my confidence and has helped me better plan the financial future for my clients.”

—Mike R., Certified Financial Planner

To help you make the switch, we’ve developed an effective 3-step process.

Vision Systems provides the best software solutions to help your clients and your business grow.

Book a demo to get started.