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COBRApoint 210 South 77th Street Omaha, NE 68114 Phone: (877) 884-7021 Email: melaine.gipp@cobrapoint.com Website: www.cobrapoint.com COBRApoint is the first truly web-based software for COBRA, HIPAA, State Continuation and Retiree Billing compliance administration. COBRApoint brings a new approach to managing your daily compliance obligations, so you can do your job easier and more efficiently. COBRApoint features: Top Family Law Sofware (formerly Split-Up Software) Family Law Software, Inc. 831 Beacon St. Ste. #2900 Newton Ctr., MA 02459 Phone: (877) 477-5488 Email: info@familylawsoftware.com Website: www.familylawsoftware.com Family Law Software is by far the easiest and most complete financial planning software for divorce. The Financial Planner features: Comprehensive coverage of the income and property division issues surrounding divorce; Extensive tax coverage, including federal tax calculations, alimony vs. child support, exemptions, filing status, etc. Rapid data entry screens - get quick estimates in seconds, then rapidly fill in the details and an innovative and easy-to-use What If capability. Top Financial Wizard Brewer Consulting, LLC Phone: (800) 609-9242 Email: info@investmentcalculator.net Website: www.investmentcalculator.net Financial Wizard lets you easily calculate the real profit and compound rate-of-return on each of your investments. You can conveniently inventory the historical activity of each of your investments, intelligently compare which of them has performed better than others and then make informed decisions to allow you to re-position your under performing investments. Top GSL Galactic Consulting 944 Stockton Street Indianapolis, IN 46260-4925 Phone: (317) 254-0385 Email: gpsep@aol.com Website: GSL Galactic Gary S. Lesser is a nationally known consultant, author, educator, and speaker on retirement plans. Mr. Lesser is also the developer of several retirement plan software programs which are used for designing and illustrating contributions under retirement plans. His three programs, QP-SEP IllustratorTM, SIMPLE IllustratorR, and the TSA Calculator and MEA AnalyzerTM are marketed and distributed nationally. He also provides marketing, sales, and technical support services to financial consultants, insurance agents, pension practitioners, investment managers, and financial institutions. Top Laser App 2345 W. Foothill Blvd., Suite 10 Upland, CA 91786 Phone: (800) 985-2174 Email: sales@laserapp.com Website: www.laserapp.com The Laser App form filling system for the independent financial advisor. Laser App uses your Broker Dealer, Rep, and Client data pulled directly from your contact management system and/or database and automatically fills out securities, annuity, and other various financial forms quickly and efficiently. Simply choose a client then select a form from the Laser App forms library of over 3000 financial forms to fill out. Laser App will take your Client, Rep, and Broker Dealer information and insert it into the appropriate fields of the form for you automatically. You can quickly edit the forms right from your computer screen! Your client data is maintained by you in your contact management system and/or database, while we do the ongoing work of providing you with the latest and most up to date forms. Top LaserFiche Paperless Office Partnervest Financial Group LLC 2020 Alameda Padre Serra, Suite #135 Santa Barbara, California 93103 Phone: (805) 966-1266 Email: info@partnervest.com Website: www.partnervest.com Partnervest understands your document management problems and has joined with LaserFiche® to deliver an affordable paperless office solution for your business. LaserFiche is a world-renowned provider of enterprise document imaging and management solutions. LaserFiche's revolutionary paperless office software stores, indexes and retrieves paper and electronic images in more than 18,000 installations for governments, educational and financial institutions around the world. Partnervest's technology integrates LaserFiche's paperless office software with customized solutions for Financial Professionals and Financial Institutions. Top MoneyFind Financial Circuit, Inc. 1999 South Bascom Ave., 2nd Floor Campbell, CA 95008 Phone: (408) 371-9400 Email: sales@financialcircuit.com Website: www.financialcircuit.com MoneyFind is the financial industry's first patent pending and independent platform that in real-time and in a matter of minutes restructures a client's debt and liability portfolio in order to immediately find and generate more cash flow and tax savings for the client. In other words, MoneyFind generates unprecedented revenue streams and cross-selling opportunities for you! Liabilities are a major component of an individual's balance sheet. Understanding how to translate liabilities into assets improves the client's financial outlook and builds the advisors own business. Although there may be other tools for optimization and management of assets, there is no automated, cost effective, and real-time based solution to help with the management and optimization of client's liabilities. Top Moneymax Financial Psychology Corporation 1201 South View Drive Sarasota, FL 34242 Phone: (408) 735-7935 Email: info@financialpsychology.com Website: www.financialpsychology.com Financial Psychology Corporation's Moneymax® materials have been developed for financial professionals to fulfill the challenge of understanding how to establish better rapport, enhance trust and optimally satisfy potential and current clients. The Profile reports easily translate into the development of personalized presentations which target clients unique money management needs and desires. The Moneymax Profiling System provides consultants and advisors with significant and critical information about their clients' individual money management styles - information about both their spoken and unspoken needs. Moneymax helps you translate and maximize your clients' financial attitudes into confident and successful financial decisions. Moneymax help solidify your relationship with your current and prospective clients. Top Net Worth Strategies, Inc. 960 SW Disk Drive, Suite B Bend, Oregon 97702 Phone: (541) 383-3899 Email: sales@NetWorthStrategies.com Website: www.networthstrategies.com Net Worth Strategies is the leader in high-value financial planning software and services. High-value financial planning requires very comprehensive software tools. Our software products are "best in class" applications, but we provide more than excellent software products. NWSI's goal is for its customers to be successful -- a goal that assumes a high level of expertise. Our software products include: StockOpter Insight (The Advisor Solution) builds relationships with clients with employee stock options by helping them to understand, monitor and manage opportunities and risks. StockOpter Pro (The CPA/CFP Solution) illustrates the after-tax effects of stock option exercise and sell strategies and optimizes them for tax and cash flow efficiency. Top TRAK (The Retirement Analysis Kit) The Annuity People, Inc. 7100 S.W. Hampton, Suite 130 Portland, OR 97223 Phone: (503) 620.3496 Email: trak@annuitypeople.com Website: www.annuitypeople.com The Retirement Analysis Kit (TRAK) is software for financial planners providing instant, easy to understand, graphical illustrations. TRAK includes 15 calculations modules. TRAK is the essential software application for financial professionals who sells or enrolls individuals into 401(k), 457, and 403(b) plans. Selling investments, mutual funds and annuities is one-on-one. It’s just you, the prospect, and your closing skills. TRAK gives you the additional leverage to illustrate the need. Instantly. TRAK can show your prospect what used to take 30 minutes to explain. Your prospect is motivated—making the decisions that allow you to close the sale. TRAK is software developed by advisers specifically for advisers. |
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