has been providing professional financial planning software and support services to the financial services industry for over three decades. Our planning systems were at the forefront of the evolution of the financial and tax planning software. The standards for a comprehensive and integrated financial planning system we helped establish 35 years ago continues to be the gold standard in the industry. We have been satisfying the ever changing needs of professional planners seamlessly throughout the change in technology from the era of mainframe computers to the desktop and the mobile platforms for smart phones and tablets devices of today.
The following is a sample of our current offerings to financial and tax planners:
Professional financial and tax planning for high-end clients
This is the most comprehensive and thorough financial planning software that is commercially available to professionals for their high end clients. ExecPlan offers a tremendous range of planning capabilities enabling the most accurate analysis of virtually any kind of client situation. The in-depth implementation of US tax laws which is kept up-to-date insures the accuracy of recommendations and reliability over time...More
Essential planning software for financial planners
ExecPlan express is a redesigned adaptation of ExecPlan containing most popular functionality desired by professional financial planners. It is an easy to use planning software designed to create powerful and effective financial and tax planning solutions. It enables creation of comprehensive financial plans and analyzes an individual's personal finance over the entire life expectancy in any level of details...More
Personal financial planning on mobile platforms
PlanMode provides you with a powerful personal financial planning system on iPhone, iPad and Android devices. It is a fully self-contained app that can easily be used by professionals as well as do-it-yourself individuals for answers to questions such as "Will I have enough money to retire comfortably?". This free app provides the functionality of a powerful financial planning system that is flexible in adapting to your needs from a simple financial profile preparation or a specific what-if analysis to analyzing retirement, disability and survivor's sufficiency scenarios...More
Professional income tax calculator
TaxMode provides you with a quick and easy app for income tax planning. Its simple design provides an instantly usable program for anyone and also packs plenty of advanced features to satisfy the analytical needs of professionals. This income tax calculator is available for PC desktop, iPhone, iPad, Android and Windows Phone devices. You can download it from here for desktop, iTunes for iphone and iPad, Google Play for Android or Marketplace for Windows phones
Social Security Benefit Optimizer
Boss is an interactive app designed for optimizing Social Security benefits. Its key function helps you analyze the benefit available between age 62 and 70 and determine when it is best to start taking the benefits as per your circumstances. It provides a number of projection factors such as anticipated rate of inflation, life expectancy and rate of return for a dynamic analysis of single individuals and married couples including break-even age factor analysis …More
Education Fund Planner
An app to help you plan ahead for education expenses. Fund-It provides a quick and easy way to determine the total cost of school or college and provides analysis of different options for funding these expenses with lumpsum payments or systematic savings for one or more students. It includes a US college expense database for public and private colleges in all 50 States. The analysis of this education funding planner includes monthly and annual fund flows supported with charts and info tabs …More
Today, our financial needs are more diverse than ever before. With changes in the economic climate, tax structure, investments, retirement and other savings options for the nest egg, there is a growing need for financial planning in order to maintain a sound financial profile. Among the key ingredients needed to insure success in this process is the tool you use to help analyze your alternatives and develop financial plans that are most suitable to you. We understand this importance.
By carefully listening to thousands of our users over the years, we have continually refined our software products to meet the ever changing needs of financial planners. And, by harnessing advances in technology, we’ve led the way in innovative solutions, helping us create and enhance the most versatile financial planning software available for individuals.
