Financial Planning Software
Sawhney Systems has been providing professional management, software and support services to the financial services industry for over three decades. Our financial planning systems were at the forefront of the evolution of the financial planning software. The standards for a comprehensive and integrated financial planning system we helped establish 35 years ago continue 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:
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.
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 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 app for US income tax calculations and analysis. Its simple design provides an instantly usable program for anyone and also packs plenty of advanced features to satisfy the analytical needs of professionals. TaxMode 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.
Sawhney Services has been assisting professional planners since our inception in 1976. We have been providing training and support services to the financial services industry offerring financial and tax planning services to their elite clients. 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.