At your service

Providing professional management, technical and support services since 1976. Our financial planning software and related services were at the forefront of the evolution of the financial and tax planning industry. The standards for a comprehensive planning system we helped establish over three decades ago continue to be the gold standard in the industry. We have been satisfying the ever changing needs of professional planners and the financial services industry seamlessly throughout the change in technology from the era of mainframe computers to the internet and the mobile platforms for smart phones and tablets devices of today.

Our research and development in telephony and telecommunications has helped us craft customized solutions for information providers worldwide. Working with global telecom carriers we have help generate hundreds of millions of minutes in providing information and serving clients’ special needs for voice and internet products and services.

The management knowhow and the experience earned over the years is provided as an adjunct to all our products and services in the normal course of business with our clients as well as specialized undertakings when needed.

We also provide customized services for customer support, product fulfillment and information dissemination. With network of call centers located in Canada, Chile India and the Middle East we have been providing live operator services in over a dozen different languages. The live services can be further supplemented with interactive voice response systems that derive information based on logic and databases.

The foundation of our business is based on the success of our clients and their referrals. With such fundamentals we continue to successfully serve and grow with our clients and growing with them in the financial services, information processing, marketing, customer support and fulfillment industries globally.

The following is a sample of our products and services that provide the benefit of our diverse developmental resources and unified management-

Software Products

ExecPlan system is a comprehensive and integrated software solution for the financial planning for 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 tax laws which is kept up-to-date insures the accuracy of recommendations and reliability over time. ...more

ExecPlan Express is a redesigned adaptation of ExecPlan containing most popular functionality desired by professional financial planners. It is an easy to planning software designed to create powerful and effective financial and tax planning solutions. It enables creation of comprehensive financial plans and analyze an individual's personal finance over the entire life expectancy in any level of details. ...more

TaxMode is a single focus software application for income tax computation and analysis. Its simple design provides an instantly usable program for anyone and also packs plenty of power to satisfy the computational support needed by professionals. This income tax calculator has additional features that go beyond quick calculations and simple planning. You can expand the detail of what type of income, itemized deductions, credits and payments in a scenario. TaxMode is available for your PC desktop, Android phones and tablets and Windows Phones. It is free and can be downloaded from here for desktop, Google Play for Android or Marketplace for Windows phones. ...more

Services

Canadian Call Processing is a state-of-the-art international call center and technical hub that contains a network of six domestic and international termination points. CCP has been serving its clients with smart routing technologies to move the information call traffic of our clients for past 15 years making it possible to allow you the flexibility of serving contents from virtually anywhere in the world. ...more

Sawhney Systems has been a leader in serving the financial services industry for over three decades. Its introduction of the ExecPlan system in 1976 ushered a new era in comprehensive financial and tax planning software in USA. With a user base of hundreds of organizations providing financial planning as a service as well as by thousands of independent professional planners Sawhney continues to maintain its leadership with supplementary applications on the internet, mobile and tablet platforms. ...more

Trodat Telecom offers an alternative approach to billing for information contents globally. Based on its licenses and special arrangements with over a dozen international telecom carriers Trodat has been providing its clients with international premium rate numbers and assisting in capitalizing on their information contents and services around the world. Interconnected with most major transit carriers its redundant networks provide 24/7/365 information dissemination and access to information services. ...more

Userland offers a multitude of business management and consulting services in USA and abroad. In addition to general business management and consulting Userland provides specialized services based in the financial services and the international telecom industry for business expansion and support services. Providing telecom carrier coordination, dispute resolution and rate settlement services to mobile and fixed line carriers worldwide is one of its key specialty. ...more

feedback