Financial Planning Software
AdvisorTek resources provide financial planners access to an array of Financial Planning Software options to help them build comprehensive financial plans to assist clients reach their financial and life goals.
Concept and Planning Toolkit
Ativa Interactive Corp.
1063 King Street West, Suite 265
Hamilton, ON L8S 4S3
Phone: (800) 592-4046
Email: info@ativa.com
Website: www.ativa.com
Start planning: Less time managing software = more time for clients.
Concept Toolkit and Planning Toolkit are two software solutions that are exceptionally easy to use by advisors and exceptionally easy to understand by clients. Concept Toolkit combines 300 interactive, financial calculators and financial concept illustrations with point-and-click ease of use. Planning Toolkit lets you prepare needs analysis based financial plans with any of it’s ten planning modules: Personal Data, Cash Flow, Net Worth, Asset Allocation, Retirement, Life Insurance, Disability Insurance, Education and Recommendations. From asset management to insurance planning, Concept and Planning Toolkit allow financial planners, investment advisors and insurance advisors make clear recommendations with contextual support.
Analyze: Perform powerful calculations and what-if scenarios
Intuitive: Illustrate complex concepts visually.
Context: Historical returns support market returns.
Flexibility: Create a modular plan that is right for each client.
Convert: Nurture your prospects and add value.
AdvisorVision
AdviceAmerica
3179 Skyway Court
Fremont, CA 94539-5910
Phone : (510) 824-3777
Email: info@adviceamerica.com
Website: www.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.
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.
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.
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™ helps solve the biggest challenge facing practitioners today: getting clients in the door. The American Dream Planner™ helps your clients understand the benefits of planning. It is highly interactive, visually engaging and product and service neutral.
The American Dream Planner™ is designed to develop and stress- test annualized cash flow, wealth accumulation, management and transfer choices with an unlimited number of scenarios that can be later compared side-by-side. The software accepts unlimited investments, tax deferred accounts, real property and business interests, income and expenses. Plans can include Trusts, SCINs, marketability and minority interest discounts, income, gift and estate tax calculations and Monte Carlo simulations. Data rich and interactive pie, line and bar charts and tabular data and mail merge provide a source for customizable reports. All versions can share encrypted data. The Pro Client Edition is designed for the high net worth client and can be converted to an Advisor Edition for multi-client use for legal, accounting and financial professionals. Volume discounts of the Personal and Pro Client Edition serve as an effective marketing tool to prospective clients and referral sources.
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.
Assetbook
1550 Deep Creek Drive, Suite BCD
McHenry, MD 21541
Phone: (301) 387-3238
Email: sales@assetbook.com
Website: www.assetbook.com
AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors. AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform. Traditionally many advisors spend as much as 80% of their time maintaining their portfolio management systems. AssetBook does the work for advisors. Your business is to manage your clients’ investments and relationships. AssetBook’s business is to manage and organize advisor’s client data and provide easy to use reports that help advisors manage their clients and relationships.
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.
CashFlow Insite
Neuralus Canada
Winnipeg, Manitoba
Phone: 204-272-7173
Neuralus U.S.A.
San Diego California
Phone: 858-776-7549
Email: info@cashflowinsite.com
Website: www.cashflowinsite.com
Cashflow INSITE™ is the only budgeting application that offers client/advisor collaboration. We believe an advisor’s knowledge and guidance is an integral part of their clients’ financial success, now you can provide a solution that allows your clients’ to easily track their spending. The advisor view of Cashflow INSITE gives you the ability to monitor your clients’ cash flow, creating additional opportunities to provide advice and further strengthen your relationship. In today’s economic environment, virtually everyone is concerned about their spending. Cashflow INSITE™ is a web-based budgeting application that learns and adapts to user interaction, which automates the task of assigning future transactions. Cashflow INSITE greatly reduces the time and upkeep for users to track their spending which has been a major roadblock with traditional budgeting applications. With your guidance, helping clients get on track with their spending allows them to focus on taking control of their finances. Cashflow INSITE provides you as the advisor the opportunity and information to show clients the potential investment opportunities available within their budget.
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, robust Monte Carlo analysis and basic estate planning. The Cheshire Wealth Manager has data integration capabilities with third parties, such as Albridge®, Schwab Portfolio Center®, and Advisor Exchange® or you can import from .csv file. An optional add-on is a security asset class identifier using data provided by Morningstar®.
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.
Cygnus Software – IncomeMax
1930 Avalon
Colorado Springs, CO 80919
Phone: (888) 428-6266
Email: sales@incomemax.us
Website: www.incomemax.us
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.
eMoneyAdvisor
1001 E. Hector Street, Suite 401
Conshohocken, PA 19428
Phone: (888) 362-4612
Email: sales@emoneyadvisor.com
Website: www.emoneyadvisor.com
eMoney Advisor’s innovative web solutions are being used by the nation’s leading advisors to triple their product sales, generate 3x more revenue and gain 3 new referrals for every client. eMoney’s 360 Series provides advisors with data aggregation, online document storage, client web and mobile access capabilities and more. eMoney 360 is designed specifically for advisors interested in driving product sales and AUM wins and offers easily customizable needs based analysis. For advisors satisfying the more complex financial planning needs of the affluent, eMoney 360 Pro offers Advanced Planning with over 200 high-impact reports and an open canvas for unlimited scenario planning.
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.
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.
ExecPlan Express
The Sawhney Group
777 Alexander Road
Princeton, NJ 08540
Phone: (800)850-8444
Email: info@sawhney.com
Website: www.execplanexpress.com
ExecPlan Express is based on our flagship product, ExecPlan, a leading financial planning software used for high-end clients in the financial planning industry for over 25 years. Sawhney Systems, has been designing, developing, and maintaining financial and tax planning software since 1976. Sawhney Systems’ most recent release is ExecPlan Express a fully integrated professional financial planning software tool that encompasses, retirement planning, estate planning, death and disability analysis, education planning, investment planning and tax planning. With an intuitive design it allows professional financial advisors to create comprehensive financial plans, analyze alternatives and project a financial profile for any client’s life span in any level of detail needed. With advanced features such as a fully integrated federal and state income tax analysis including AMT, text reports that are generated in MS Word and MS Excel, detailed color graphics, and an automated cash management system, Express is unmatched at its $299 price point.
FP Solutions
CCH Canada
Phone: (800) 268-4522
Website: www.cch.ca
FP Solutions is a single financial planning software program with 4 entry points –Basic, Plus, Advanced and Business. Each level builds on the last to provide access to more in-depth planning modules – all completely integrated and flexible. With all the FP Solutions levels, you simply choose which modules you need to build the right plan for any client – so each plan is customized for the individual needs of your clients. CCH also provides FREE training and support for all products. Live web-cast training sessions, web-based tutorials and our exclusive Knowledge Base.
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.
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.
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.
Floodlight
Email: ussales@floodlightinvesting.com
Website: http://www.floodlightinvesting.com
Floodlight is a web-based application that helps financial advisers construct, analyse and invest a customised portfolio that meets the needs of their clients. It uses a strategic asset allocation, tailored to a client’s risk tolerance and investing goals, to guide the portfolio construction process. The process is made of a number of modules, which each take a different view of the investment portfolio, and range from analysis of user needs; understanding the impact of time, leverage and withdrawals; to deep insight investigations such as customised scenario analysis, advanced risk and volatility modelling and factor regression analysis. The ability to map the allocation through investing templates to get actual market products enables the portfolio to be immediately executed. A strong and flexible reporting functionality also exists. The ability to individually manage and customise the approach for clients with different needs from around the globe also exists. With the service being a web application, all data is secure, backed up and accessible from anywhere.
Gobeil & Associates
4480 Concession 2
Stouffville, ON L4A 7X4
Phone: (800) 668-2363
Email: inquiries@gobeil.ca
Website: www.gobeil.ca
The Canadian Retirement Planner’s Software lets you efficiently and quickly prepare a sophisticated retirement plan, including text. The amount of capital required to fund a comfortable retirement is enormous, and the tax considerations in accumulating and spending it are paramount. Proper planning can make the difference between financial independence and poverty. You can guide your clients by preparing retirement income projections and retirement savings plans, and developing strategies to meet their retirement objectives.
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.
InfoMack
Mackenzie Financial Corporation
150 Bloor St West, Suite M111
Toronto ON M5S 3B5
Phone: (800) 387-0614
Website: www.mackenziefinancial.com
Learn more about the enhanced online version of InfoMack – a comprehensive financial planning package, offering you over 30 calculators covering a wide range of financial concepts. The tools are grouped into five sections: Know Your Client?, Investment & Savings?, Retirement Planning, Mortgage & Loans, Insurance Planning. With InfoMack, you can illustrate the long-term benefits of regular RRSP contributions, demonstrate how to make education expenses more manageable, discuss why starting to invest early is important…and much more.
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.
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.
IPS AdvisorPro®
9130 S, Dadeland Blvd., Suite 1625
Miami, Florida 33156
Phone: (330) 724-7145
Email: sales@IPSAdvisorPro.com
Website: www.IPSAdvisorPro.com
IPS AdvisorPro® is an award-winning online technology platform designed to help advisors create fully customized Investment Policy Statements (IPS). IPS templates addressing eight specific client types, and corresponding questionnaires for gathering pertinent client information for IPS preparation, are included. The tool provides flexible options which allow users to craft the content and flow of the templates to describe their unique processes and procedures, and further tailor every client IPS they create. Compliance officers and administrators are offered the ability to restrict the editing and removal of any IPS content by other users, helping to ensure consistent deliverables among firms, and from client to client. And, users can efficiently edit their investment policy, and with one click, broadcast those changes to all previously created IPSs in preparation for impending client meetings.Developed by practicing financial advisors Norm Boone, CFP® and Linda Lubitz Boone, CFP®, authors of Creating an Investment Policy Statement: Guidelines and Templates (FPA Press, 2004), IPS AdvisorPro® is helping over 1500 users to systematize and standardize their investment process. Current integrations include MoneyGuidePro™ Financial Planning Software and Redtail Technology (CRM).
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
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.
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.
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.
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.
Money Tree
1600 SW Western Blvd, Suite 110
Corvallis, OR 97333-4086
Phone: (877) 421-9815
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 TOTAL Planning Suite includes Easy Money- a comprehensive goal-based module and Golden Years a cash-flow module for disbursement planning. Silver Financial Planner & Silver Online were developed to create quick and simple plans that succinctly show clients their financial projections, and clearly illustrate financial concepts.
MoneyView
Cadon Technologies, LLC
800 Fifth Avenue Suite 4100
Seattle, WA 98104
Phone: (250) 764-0342
Email: info@cadontechnologies.com
Website: www.cadontechnologies.com
MoneyView, released in 2011, is a comprehensive personal financial and retirement planning software tool for individuals, couples and professional financial advisors. MoneyView was designed for use by novices and computer savvy professionals alike. This was accomplished by first, utilizing a Windows Office products style user interface that most people are immediately comfortable with. Next, using guided templates for data entry makes that sometimes tedious task simple and fun. Finally, the use of suggested defaults for forecasting variables allows the novice nearly a hands off ability to run “what if” scenarios while giving the professional user complete control over all aspects of the process. See the web site for a complete list of features. Many not yet available on similar products. Only with MoneyView, are all program upgrades and yearly financial data updates free to the user for life.
Morningstar Office
Website: http://global.morningstar.com/office
Phone: (888) 235-0828
Morningstar OfficeSM is Morningstar’s most complete practice management system. It features robust performance reporting and portfolio accounting, advanced research on more than 250,000 securities, sophisticated investment planning, batch reporting, and complete customer relationship management tools.
Designed for independent-minded advisors, it’s an all-inclusive platform that provides nearly everything you need to manage and grow your business. All in a single, reliable Web-based platform. It’s optimized to maximize your efficiency and–via the new Client Web Portal and Document Vault–facilitate easy communication with your clients.
Best of all, because Morningstar Office is backed by one the industry’s most complete and extensive securities databases, you won’t have to spend time reclassifying holdings when you import client data from your custodian or broker dealer. With Morningstar Office you get the best of both worlds — accurate performance reporting and the Morningstar analytics your clients know and understand.
Morningstar Portfolio Builder
Website: http://global.morningstar.com/portfoliobuilder
Phone: (866) 619-5932
Morningstar® Portfolio Builder offers firms and their advisors a defined, step-by-step process to create portfolio proposals for clients. With Portfolio Builder, you can construct appropriate portfolios based on a client’s current holdings and risk tolerance, as well as your firm’s preferred models and investments.
It’s a guided process, with an easy-to-use interface that leads you through each step of portfolio development. Appropriate allocations are created by matching client risk profiles with suitable asset allocation models chosen at the firm level. You can then build sound portfolios by selecting approved investments to construct a client’s portfolio or choose an appropriate model portfolio built by your firm. Finally, compelling proposals are easy to generate by combining a variety of compliance-reviewed reports that clearly outline a client’s options. This efficient online tool streamlines the portfolio-building process for advisors while helping firms deliver consistency wherever they conduct business.
NaviPlan® and 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, is the technology partner of choice for more than 250,000 financial professionals, offering the broadest selection of financial planning tools in North America.
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.
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.
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.
Retrian
1138 15th Street, Suite 2
Santa Monica, CA 90403, USA
Phone: (310) 394-8061
Email: info@retrian.com
Website: www.retrian.com
Retrian’s retirement planning add-ons, components, API and web services is the only set of tools that are specially designed to increase quality of the retirement planning. Customers of Retrian’s components are mostly other financial planning software companies. Retrian’s components provide advanced risk valuation and optimization of retirement plans implementing important unique features that other retirement planning software products failed to deliver. These features include:
- Optimization of retirement plans with annually changing asset allocation
- Usage of several pairs of Risk/Reward criteria specific for retirement planning
- Tied integration of retirement plan optimization and retirement risk analysis
- Risk valuation engine based on proprietary analytical framework that in a few milliseconds solves retirement risk valuation problems that Monte-Carlo based methods require up to several minutes.
- Impact and sensitivity analyses for the retirement scenarios with annually changing asset allocation
- Taking into account risk of job loss and its consequences
- Complete risk analysis of the longevity factor for individuals and families
- Risk analysis of different strategies of retirement related to families
Retrian’s add-ons and components utilize proprietary breakthrough technology that makes all this possible.
RRIFmetic
Fimetrics Systems Ltd.
2338 Nelson Avenue
West Vancouver, BC V7V 2R2
Phone: (800) 663-4088
Email: support@fimetrics.com
Website: www.fimetrics.com
RRIFmetic is a tax-based cash flow management tool, suitable for planning for retirement and other short-term or long-term financial goals a client may have. What ‘RRIFmetic does is to take your estimates of these future elements (salary/pension/rental income, an inheritance or capital gain, CPP, loan payments or insurance premiums, etc) and automatically calculate an investment cash flow schedule which exactly generates a smooth after tax income (ATI) or lifestyle. A lifestyle which you specify. The result is a schedule of payments in, out and between the two capital pools (registered and non-registered) which forces out that exact smooth net income. (and does it in seconds!)
The Razor
Financial Plan Advantage Ltd.
Phone: 866-624-8503
Email: support@fpadvantage.com
Website: www.fpadvantage.com
The Razor utilizes a “Whole Wealth” approach to financial planning that includes proven planning strategies and T1 based tax calculations. The Razor helps deliver financial advice that not only addresses all of your client’s needs, but advice they will also understand. In addition to using a whole wealth approach, The Razor automates the analysis of your client’s financial needs by answering their most important retirement planning questions. The Razor also addresses your client’s risk management needs by calculating the optimal amount of coverage for Life, Disability, Critical Illness and Long Term Care Insurance.
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.
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.
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.
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.
VisibleChoice® (Insurance Technologies)
Two South Cascade Avenue, Suite 200
Colorado Springs, CO 80903
Phone: (719) 442-6400
Website: www.visiblechoice.com
VisibleChoice® is a multi-carrier annuity sales solution that enables Advisors and sales support staff to compare and illustrate product features and values side by side thus reducing compliance risk and increasing sale suitability. Built with cutting-edge technology, it provides powerful content and reports that strengthen the advisor client interaction. Feature comparison reports summarize one or more annuity products’ benefits. Suitability reports show how well the sale conforms to FINRA 2821. With real time access to over 950 products, VisibleChoice® makes the task of presenting the best product to the client a confident, suitable sale. VisibleChoice® brings product and customer together.
VisionWorks
2625B Yonge Street,
Toronto, ON M4P 2J6
Phone: (888) 578-3247
Email: info@visionsystemscorp.com
Website: www.visionsystemscorp.com
VisionWorks is the only realistic, “dynamic,” personal life-planning model. You can enter your current circumstances, explore an unlimited range of lifestyle options, and quantify your entries exactly according to your life plan because VisionWorks is dynamic — you can change any entry over time. For example, you can model semi-retirement and a less active lifestyle as you age. All other financial planning programs are “static” and therefore artificial. For example, they might ask you to enter an annual savings target, but savings vary from year to year. Or, they ask you to enter one annual spending amount for your retirement years, but your spending will decline as you age. The math behind static models is wrong. And so are the planning conclusions.
WealthBook
1726 Cole Blvd., Ste. 220
Lakewood, CO 80401
Phone: (303) 215-9273
Email: info@wealthbook.com
Website: www.wealthbook.com
The only secure, online platform of its kind, WealthBook® is the easiest, most efficient way to plan and organize your estate. WealthBook provides a way for you to collaborate with your advisors to prepare, manage, and preserve your entire estate. In turn, professional advisors can provide a greater level of service for their current clients and create new relationships using WealthBook’s unique business development tools.
Windham Portfolio Advisor
Windham Global Solutions
200 Clarendon St., Boston, MA 02116
Phone: (866)533-5529
Email: info@windhamgs.com
Website: www.windhamgs.com
The Windham Portfolio Advisor® is a complete asset allocation, risk management, and simulation platform for efficient portfolio construction. It is designed to assist the most sophisticated wealth managers and institutional investors – including asset managers, brokerage firms, consultants, plan sponsors, endowments, foundations, and family offices – in making informed asset allocation decisions. The intuitive workflow allows you to perform complex analyses quickly and easily, and the reporting capabilities and graphics support help you to convey complex financial concepts effectively to your clients.
