 |
||||||
 |
||||||
|
||||||
| Vendors | |
| Financial Planning | |
| Contact Mgmt | |
| Portfolio Mgmt | |
| Asset Allocation | |
| Websites | |
| Presentations | |
| More.... | |
| Resources | |
| Articles | |
| Tools & Checklists | |
| Free Tools | |
| Calculators | |
| PowerPoint Slides | |
|
| Vendors > Financial Planning Software | |||||
| Financial
Planning Software |
Related Links | ||||
| All
Vendors FP Software Checklist FP Software Evaluator Real Cost of Software |
|||||
AdvisorVision AdviceAmerica 3179 Skyway Court Fremont, CA 94539-5910 Phone : (510) 824-3777 Email: info@adviceamerica.com Website: www.advisorvision.adviceamerica.com AdvisorVision is the next-generation financial planning system leveraging the power of the Internet to deliver a solution that transforms planning software from an isolated silo of static information to a dynamic, data-driven advice generation and holistic wealth management platform. AdvisorVision requires minimal data entry and helps advisors spend more time advising clients, building a profitable practice with less time-consuming analysis. AdvisorVision goes beyond number-crunching: its sophisticated, knowledge-based advice generation engine analyzes client goals, assumptions and financial information from a holistic perspective. The output is personalized, actionable and compliant advice with specific product recommendations. Top Advisory World 7812 Gloria Ave. Van Nuys, CA 91406 Phone: (800) 480-3888 Phone: (818) 999-0015 Email: info@advisoryworld.com Website: www.advisoryworld.com Since 1987 AdvisoryWorld has provided investment professionals around the world with the most comprehensive and easy to use financial tools and services. These products save investors time and money by providing them with all the financial tools necessary to make lucrative and educated investment decisions. From simple Portfolio Modeling to sophisticated Portfolio Optimization, Asset Allocation, Security Analysis, Financial Planning, Monte Carlo simulations and Style Analysis, AdvisoryWorld's integrated eFinance solutions will make investment planning a breeze. Use our financial tools to find investment strategies that will really work. Top Advisys, Inc. (formerly Kettley Publishing Company) 20271 SW Birch Street, Suite 200 Newport Beach CA 92660 Phone: (800) 777-3162 Website: www.advisys.com Advisys, Inc. products, including Back Room Technician® and echoWealth™, are widely used to increase sales, train existing advisors, engage high-level recruits, educate consumers on product offerings and market to prospective and existing clients. The comprehensive reports, calculations, charts, graphs and illustrations are used by Fortune 100 companies and more than 65,000 financial professionals nationwide. Top ASI Advisor Software 3468 Mount Diablo Blvd. Suite B110 Lafayette, CA 94549 Phone: (925) 299-7782 Email: sales@advisorsoftware.com Website: www.advisorsoftware.com ASI's Client Acquisition Solution allows advisors to produce tailored, compelling investment proposals for existing and prospective clients in a way that clearly demonstrates the benefits of the selected investment products and diversification strategies. The application efficiently walks advisors through a logical, intuitive workflow which culminates with the production of a sophisticated yet easy-to-understand investment proposal and Investment Policy Statement. Advisors can generate compelling, personalized investment proposals with less effort, promote strategic products, and convert more prospects to clients. Top American Dream Planner American Dream Planner LLC P.O. Box 4236 Salem, OR 97302 Phone: (866) 375-2589 Website: www.americandreamplanner.com The American Dream Planner™ is intuitive, highly visual and dynamic software that seamlessly integrates retirement, financial and estate planning. It handles every attribute of wealth, income and expense. It incorporates income, gift and estate tax calculations. It is simple to use taking less than a day to produce viable results for a client. It is fast. Very fast. What takes hours in other software products can be done in minutes. It handles an unlimited number of real property and business interests. It permits the sharing of data with other users of the software including the Personal Edition (client version). It takes only minutes to create alternative scenarios for a client. Stress testing choices and exploring alternative measures is the hallmark of the software. The software’s instantaneous feedback alerts the planner to problems and helps guide the client to viable solutions. All of which brings credibility to the financial planner. Top Brentmark Software 3505 Lake Lynda Dr., Suite 212, Orlando, FL 32817-8327 Phone: (800) 879-6665 Phone: (407) 306-6160 Email: sales@brentmark.com Website: www.brentmark.com Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software; informational web sites (RothIRA.com, LifetimeSavingsAccount.com, NewRMD.com, Roth401k.com, PensionPlanners.com, and StateDeathTax.com); online calculators (CalcTools.com); and online publications (GoldbergReports.com). Software products include Pension & Roth IRA Analyzer, RetireNow™, Kugler Estate Analyzer™, Estate Planning Tools, Estate Planning QuickView, PFP Notebook™, Stock Options Risk Analyzer, Savings Bond Toolkit, Retirement Income Navigator™, Charitable Financial Planner, IRS Factors Calculator, Pension Distributions Planner, Pension Distributions Calculator, and Minimum Distributions Calculator. Top Cheshire Software 1170 Walnut Street Newton Highlands, MA 02461-1224 Phone: (800) 734-6734 Email: sales@cheshire.com Website: www.cheshire.com
Cheshire Software, Inc. designs and develops high quality, easy-to-use financial planning software for investment professionals. The Cheshire Wealth Manager is a comprehensive financial planning program. The program helps to cut down the time it takes to build or modify a client's plan by streamlining the data gathering and integration process. The Cheshire Wealth Manager is an inclusive tool that will let you do income or goal-based planning. It features education planning, life and disability insurance planning, asset allocation and robust Monte Carlo analysis. The Cheshire Wealth Manager has data integration capabilities with third parties, such as Albridge®, or you can import from .csv file. An optional add-on is a security asset class identifier using data provided by Morningstar®. Top Concise Financial Planning Software 3800 S.W. Cedar Hills Blvd., Suite 167 Beaverton, OR 97005 Phone: (503) 644-0666 Email: sales@cfpsoft.com Website: www.cfpsoft.com We produce software that helps financial service professionals cost-effectively present quick, compelling answers to clients' questions, demonstrate investment strategies and illustrate special features of investment and insurance products. If you or your company sell or distribute Mutual Funds, Variable Annuities or Financial Planning services, we have programs that will help you sell more. We provide software programs and software support services to Financial Service Companies and Financial Service Professionals. Top Cygnus Software 1930 Avalon Colorado Springs, CO 80919 Phone: (888) 428-6266 Email: sales@cygnussoft.com Website: www.cygnussoft.com Cygnus Software's needs analysis and retirement planning sales tool is for insurance and financial service professionals seeking to identify needs, highlight risks and position product solutions for middle market clients. Our IncomeMax sales software allows professionals to quickly address client's college, survivor, retirement, long term care and disability needs. IncomeMax's easy to use graphical interface and dynamic sales presentations will build client confidence and accelerate decision making. A powerful audit module allows you to record client interactions, recommendations, coverage rejections and develop a historical record that will protect you and your organization from future E&O claims. Whether addressing a single area of need or a complete financial plan, IncomeMax will reduce time spent and increase sales production. Top eMoneyAdvisor 1001 E. Hector Street, Suite 401 Conshohocken, PA 19428 Phone: (888) 362-4612 Email: sales@emoneyadvisor.com Website: www.emoneyadvisor.com eMoney's AdvisorPlatform provides financial advisors with an easy-to-use, web-based wealth planning tool that enables more complete planning and better servicing of the client's needs. With the AdvisorPlatform, advisors can proactively manage their client relationship by: Identifying strengths and weaknesses in asset allocation; Keeping accounts up-to-date; Monitoring significant changes in their client's portfolio. This proactive, organized approach typically results in: Better customer relationships; Increased revenues; Greater assets under management. The interactive platform also leverages an Application Service Provider (ASP) model, therefore making integration simple and increasing scale painless. Top ESPlanner Phone: (617) 834-2148 Email: info@esplanner.com Website: www.esplanner.com Traditional financial planning asks households to set their own saving and life insurance targets. This puts them at risk. If the targets are set too low, they'll undersave and underinsure. If the targets are set too high, they'll oversave and overinsure. Even small targeting mistakes can lead to huge mistakes in saving and insurance recommendations. Economic Security Planner - ESPlanner - automatically finds the right targets. Its patented algorithm calculates a household's highest sustainable living standard and the saving and insurance needed to maintain that living standard through time. ESPlannerPlus includes Monte Carlo simulations. Top ExecPlan The Sawhney Group 777 Alexander Road Princeton, NJ 08540 Phone: (609) 987-5000 Email: info@sawhney.com Website: www.sawhney.com/sawsys/execplan.htm ExecPlan is a professional system for financial planners from Sawhney Systems. At Sawhney, we have been designing, developing, and maintaining financial and tax planning software since 1976. It offers unlimited "What If" flexibility, with full dynamic integration to analyze the effects of each possibility, while also providing the built-in versatility of Automatic Cash Management, Capital Needs Analysis, Education Funding, Retirement Planning, Estate Planning and other client-focused features. Top FPS Office Delivery System Financial Planning Systems, LLC PO Box 17955 4547 S. Tanglewood Dr. Holladay UT 84117 Phone: (800) 245-1991 Email: ed@fpsplans.com Website: www.fpsplans.com The FPS Office Delivery System TM is a modular Needs Analysis, Financial Planning and Client Management System. Send an email, calendar appointments, word processor, mail merge, convert pages to PDF, link to any web site, file, or folder plus accurate analysis….. without leaving the FPS System. No other system does all of that. It is “modular” because any one area of analysis such as Death Needs Analysis or Education Planning can be done with minimal data entry or comprehensive financial planning can be done based on complete information. Top Financeware Phone: (877) 566-4786 Email: sales@financeware.com Website: www.financeware.com At Financeware, we know that the most significant task a financial advisor has is to help clients meet their life goals. That is why we have developed a process that allows advisors to do that task. We call it wealthcare, and we support it with sophisticated probability analysis tools, training, and unique insight born of a commitment to an integrated wealthcare approach. It moves advisors from simply providing static financial planning to advising their clients on an ongoing basis. Top Finance Logix Transamerica Building 177 North Church Avenue, Suite 1010 Tucson, Arizona 85701 Phone: (520) 298-5000 Email: sales@oltis.com Website: www.financelogix.com Finance Logix’s desktop planning tools have been created with the most powerful capabilities and flexibility in the market. Strategy building programs are developed individually with options and tools included to meet specific client needs. Our tools include: Retirement Planner, In-Retirement Planner, Architec(k), IRA Analyst, Education Planner, Estate Tax Planner, Insurance Planner, Risk/Reward Analysis and Monte-Carlo Simulation. Top Impact Technologies Group University Research Park Suite 350 10735 David Taylor Drive Charlotte NC 28262 Phone: (800) 438-6017 Email: sales@impact-tech.com Website: www.impact-tech.com Impact brings sales, communication, and planning tools to financial services institutions in the banking, capital markets and insurance verticals. Impact's products include the PlanLab Office system, estate planning, business planning and valuation, capital needs analysis, retirement and distribution analysis, annuity strategies, pension rescue, qualified plan distribution analysis and wealth distribution analysis software. Top Integrate2000 Phone: (301) 656-3999 Email: sales@integrate2000.com Website: www.integrate2000.com Integrate2000 by PlanWare, Inc. is a unique, Excel-based financial planning software, designed specifically for professional financial planners. It is the most comprehensive and analytically rich financial planning software on the market today. Top Interactive Advisory Software 1110 Northchase Parkway, Suite 250 Marietta, GA 30067 Phone: (770) 951-1161 Email: sales@iassoftware.com Website: www.iassoftware.com Interactive Advisory Software is the only fully integrated, web-based financial planning, portfolio management, client relationship management and practice improvement system available today. IAS is designed to meet the financial advisory professional’s needs, beginning with attracting new clients, managing and monitoring the clients' investment portfolio results, providing comprehensive financial planning, and improving the overall efficiency and effectiveness of the practice. Top J&L Software 240 E. Church Frederick, MD 21701 Email: sales@jlplanner.com Website: www.jlplanner.com J&L's retirement and financial planning software is a cost-effective program for developing strategies for retirement, education, home ownership and other goals; showing how those strategies are affected by life financial events such as inflation, taxes, mortgages and loans; and creating viable options in the plan through calculators for mortgages, refinance analysis, accelerated mortgage payments, inflation, trade-off analysis, required minimum distributions and credit card payoffs Top Lumen Systems 4300 Stevens Creek Blvd., Suite 270 San Jose, CA 95129 Phone: (408) 984-8134 Email: support@lumensystems.com Website: www.lumensystems.com Lumen Systems, Inc. is a leader in comprehensive financial planning software and back-office financial planning solutions. Our Financial Planning Professional desktop software program is a powerful, easy-to-use financial planning tool flexible enough to produce modular or comprehensive financial plans. NorthStar is our on-line financial planning service, which provides you with the resources to create customized, professional financial plans without having to engage in time-consuming production work. Clear presentation tools accompany each financial plan we deliver to you. Top MasterPlan 476 Deodara Street Vacaville, CA 95688-2637 Phone: (707) 451-8985 Email: sales@masterplanner.com Website: www.masterplanner.com MasterPlan was created by highly competent, experienced, and successful planners, accountants, and tax consultants. Together they designed a superlative planning package providing accurate, sophisticated, and practical calculations for either standalone or comprehensive planning. MasterPlan's analytic capabilities include Retirement Needs Analysis, Education Funding Analysis, Real Estate and Refinancing Analysis, Capital Needs Analysis, Disability Needs Analysis, Estate & Trust Planning, Federal & State Taxes, Cash Flow, Asset Allocation, Budgeting , "What-If" Scenarios and Business Valuation. Top Methuselah Unger Software Corporation 222 East 44th Street 8th Floor New York, NY 10017 Phone: (888) 864-3776 Email: sales@ungersoft.com Website: www.methuselah.com Methuselah is the leading integrated financial planning software program that provides for Shorter Sales Cycles, Dynamic Sales Presentations, Easier Buying Decisions and Transactional Capabilities. The program simplifies complex financial planning tasks in four areas: (1) Case Preparation, (2) Case Analysis, (3) Case Presentation and (4) Case Execution. What does all of this mean? Simplified case preparation, simplified case analysis, simplified case presentation and simplified case execution equals More Time to See Clients, Higher Production, New Product Sales Opportunities. Top MoneyGuidePro PIE Technologies, Inc. 2820 Waterford Lake Drive, Suite 103 Midlothian, VA 23112 Phone: (804) 744-5900 Email: support@moneyguidepro.com Website: www.moneyguidepro.com MoneyGuidePro helps you provide superior financial planning easier and faster. It lets you focus more of your time on the client's unique needs and desires, and less time manipulating data. It can help you add more value to your relationship and more time to your day. Plus, its online collaboration capability offers a powerful new way to interact with and empower your client. Collaboration lets you work with any client, anywhere in the world at any time without leaving your home or office. It uses a high-tech approach to provide a high-touch service. Top Money Minders 4670 Bellevue Road Kelowna, BC, V1W 3B8 Phone: (250) 764-0342 Email: sales@money-software.com Website: www.money-software.com Our software products are designed by financial planners for the financial professional. We offer Canadian, U.S., and International versions of our products. Our most popular software product is Financial Planning Spreadsheets © Professional Version . This product is a series of 151 Excel templates that deal with all planning issues. They also deal with many other concepts, including Pension Maximization, Leverage, Buy Term & Invest the Difference, Retirement Planning, Estate Planning, Taxation, Term versus UL, Life Insurance comparisons, Life & Disability Insurance needs analysis, Cash Flow, Education Funding, Investment Analysis, Cost Base tracking, Asset Allocation and Portfolio Reporting. Top Money Tree 1600 SW Western Blvd, Suite 110 Corvallis, OR 97333-4086 Phone: (541) 754-3701 Email: sales@moneytree.com Website: www.moneytree.com We are one of the pioneers in the financial planning software market, and have been providing quality financial and retirement planning software for financial professionals since 1981. Our software solutions are easy to use, simple to understand, and reasonably priced. Our Money Tree Suite includes Easy Money, Golden Years, Retirement Solutions, and Money Tools. These programs share a common database file so data entered into one program will be available to the other suite programs. Silver Financial Planner is a stand alone program developed to create quick and simple plans that succinctly show clients their financial projections, and clearly illustrate financial concepts. Top NaviPlan Emerging Information Systems Inc. (EISI) 500-330 St. Mary Avenue Winnipeg, Manitoba R3C 3Z5 Phone: (888) 692-3474 Email: sales@eisi.com Website: www.eisi.com EISI, developer of NaviPlan® and Profiles™ financial planning software, offers the broadest selection of financial planning tools in North America. The complete suite of NaviPlan and Profiles products are designed to meet the needs of all segments of the financial planning industry. For its industry-leading software, incomparable service, and unrivaled scale; EISI is the technology partner of choice for more than 120,000 financial professionals. Top OmniPlanner Omni Software LLC 7800 Shoal Creek, Suite 134-S Austin, Texas 78757 Phone: (512) 323-9810 Email: info@omniplanner.com Website: www.omniplanner.com OmniPlanner is a completely integrated investment research, in-depth portfolio analysis, convenient allocation and rebalancing tools, time saving report generation, and integrated client management, education and reporting functionality; all in a robust and cost effective .Net, web based solution. OmniPlanner facilitates every aspect of financial planning, accessible anywhere, worldwide - better serve your clients, save time and save money. Top Plan Builder - Enteract Financial Planning Consultants P.O. Box 0430 Middletown, OH 45042-0430 Phone: (513) 424-1656 Email: support@financialsoftware.com Website: www.financialsoftware.com Plan Builder - Enteract is financial planning software helps you develop comprehensive financial plans, quickly and easily. Create unlimited "what-if" scenarios - including Monte Carlo simulations - then illustrate your plans with colorful charts and graphs. In real time. Plan Builder's compelling, easy-to-understand presentation helps your clients see the wisdom of your plans immediately. Top PlanPlus 55 Mary Street, Unit 200 Lindsay, Ontario Canada K9V 5Z6 Phone: (800) 364-1293 Email: info@planplus.com Website: www.planplus.com PlanPlus is a leading provider of wealth management solutions to financial services firms worldwide. Our approach is based on 15 years of experience in delivering personal financial planning and investment advisory tools: Tools & Technology- Web-enabled advisory software - J2EE multi-lingual, multi-currency and multi-jurisdictional. Knowledge- Training and eLearning programs that show you how to implement a wealth management solution. Process- Our award winning Wealth Enhancement Process™ that integrates the solution into your business flows. Top Planning Templates P.O. Box 73 Franklin, TN 37065-0073 Phone: (615) 523-8890 Email: info@planningtemplates.com Website: www.planningtemplates.com The Advisor Version is a modular Excel-based workbook file containing 29 spreadsheets with basic analysis capability; addresses– financial position, accumulation/savings goals, education, retirement, loans, general investment calculations, basic asset allocation, life insurance needs, and basic estate tax calculator. While many advisors will purchase software to address a high-end client’s needs, in reality many clients do not need the degree of “fire power” provided by some of the comprehensive planning software packages. As a result, many are seeking a simpler and less expensive tool to meet the needs of the middle market - those clients who want to know what time it is, not how the watch was made. Top Profiles Emerging Information Systems Inc. (EISI) 500-330 St. Mary Avenue Winnipeg, Manitoba R3C 3Z5 Phone: (888) 692-3474 Email: sales@eisi.com Website: www.eisi.com EISI, developer of NaviPlan® and Profiles™ financial planning software, offers the broadest selection of financial planning tools in North America. The complete suite of NaviPlan and Profiles products are designed to meet the needs of all segments of the financial planning industry. For its industry-leading software, incomparable service, and unrivaled scale; EISI is the technology partner of choice for more than 120,000 financial professionals. Top QPlan 1 Atlantic Street Stamford, CT 06901 Phone: (203) 356-1910 Email: info@qplan.com Website: www.qplan.com QPLAN is a Windows 98/2000 based software product which has been designed so that Professional Financial Planners can spend significantly more time performing financial analysis and significantly less time on clerical data entry. QPLAN offers a version for all users. For the individual practitioner, QPLAN provides full functionality on a single PC. For the Financial Planning Office, QPLAN provides a Client database that can be shared across a Local Area Network with an Administrator program to allow centralized administration. Top Resource Analyst Financial Planning Resources, Inc. P.O. Box 1274 Tinley Park, IL 60477 Email: staff@resourceanalyst.com Website: www.resourceanalyst.com The Resource Analyst is a highly sophisticated, yet user-friendly, financial planning software package consisting of four separate analytical programs. Assets; An asset allocation analysis and estate planning analysis. Cashflow; A short-term cash flow projection and income tax analysis. Educate; An analysis of prefunding projected education expenses. Security; A long-term projection of retirement or survivor security. The Resource Analyst has been developed by a professional financial planner with 30 years of experience in the field of financial planning. Top ScenarioNow P.O. Box 5643 Rockford, IL 61125 Phone: (815) 874-9349 Email: dlazenby@scenarionow.com Website: www.scenarionow.com RetireNow™ Wealth Planning software helps you navigate your client through the complexities of retirement planning. In just one meeting, you can gather the comprehensive data you need about your client's estate while having a meaningful discussion and dialogue on a wide range of planning options and solutions. In a single meeting you will be able to identify your client's most important issues and demonstrate to them a wide range of possible financial solutions. With our products, you actually collaborate in real time with the client to create a comprehensive financial plan. Clients build confidence in the decisions that will shape their future by their participation in this process. Top Still River 69 Lancaster County Rd. Harvard, MA 01451 Phone: (978) 456-7971 Email: info@stillriverretire.com Website: www.stillriverretire.com Whether you need standard software for standard retirement planning or customized software for your company's unique needs, Still River has both desktop and web-based solutions for you. Still River's RetirementWorks® includes a wide array of calculators for pre-retirement and post-retirement planning. Among RetirementWorks® capabilities are complete calculations for early, normal and required distributions from qualified plans, needs-based income and annuitization calculations, asset allocation, and many others. Still River is constantly updating and adding capabilities to RetirementWorks®, making it an indispensable tool for all your retirement planning needs. Top Sungard PlanningStation 4 Triad Center, Suite 700 Salt Lake City, UT 84180 Phone: (800) 752-6637 Email: online@sungard.com Website: www.sungard.com SunGard PlanningStation is a complete planning solution for today's financial professionals. Combining powerful calculation engines with interactive, educational presentations, SunGard PlanningStation analyzes data like an expert to clearly communicate complex financial concepts and provide individualized recommendations and reports. It's a web-based platform with mobile capabilities, making it ideal for both independent advisors that simply need a powerful planning solution, and enterprises requiring the flexibility to brand, customize, and deploy a solution to their affiliated financial professionals. PlanningStation's advanced analytics address a diverse, yet tightly integrated, range of over 60 planning needs, from the most basic financial goals to comprehensive cash flow planning. In addition to offering a cutting-edge planning solution, SunGard's PlanningStation also provides firms with administrative control over most system features, while also including powerful client management, workflow, electronic questionnaire, and reporting capabilities as well... making it easy to use, easy to deploy, and easy to manage. Top Tools for Money 19 Martha Road, Suite 3 Columbia Falls, Montana 59912-4460 Phone: (406) 250-4815 Email: mike_fulford@juno.com Website: toolsformoney.com Financial Planning Software & Calculators for Consumers & Pros: Investment, mutual fund picks, budgeting, retirement, asset allocation/model portfolios, net worth, college funding, investment policy statements, real estate, bonds, life insurance, fact finders, seminar, how-to e-book, freebies, links, and tips. Top Torrid Technologies 1860 Sandy Plains Rd. Suite 204-129 Marietta, GA 30066 Phone: (770) 565-6405 Email: sales@torrid-tech.com Website: www.torrid-tech.com Retirement Savings Planner, Professional Edition, is for financial advisors, brokers, professionals, insurance agents, CPAs, attorneys, HR personnel and anyone else who wants to quickly and easily show clients, employees, plan participants, or potential clients their projected retirement income picture. Breaks the ice with new clients. Great for participant meetings, enrollment meetings, or quarterly client meetings. Great for one-on-one laptop meetings. |
|||||
|
|
 |
 |
 |
|
home | about us | contact | terms of service | privacy | help
© 2008 AdvisorTek.com. All rights reserved.