OVER THREE DECADES OF SERVING PROFESSIONAL FINANCIAL PLANNERS

Sawhney Systems has been a leader in serving the financial services industry for over three decades. Our introduction of the ExecPlan system in 1976 started a new era of comprehensive financial and tax planning software. This software system has since been used in hundreds of organizations providing financial planning as a service as well as by thousands of independent professional planners. ExecPlan continues to be the most comprehensive financial and tax planning system available in the industry. 

Financial planning has been an evolving practice that has diversified into many shapes and sizes over the years. We have been responding by adapting to the changing needs of the planner with a variety of new software innovations and applications.  Listening to the needs of financial advisors has been the underlying charter that forms the basis of our corporate mission. 

 Our latest software innovation, ExecPlan Express, reflects such ongoing dedication to the needs of today’s financial planner. This product fills the void that has long existed between the expensive and complex high end planning systems and the generalized goals-based software that are easy to use but overly rigid in functionality and incapable of analyzing anything other than the most simplistic scenarios.

ExecPlan Express is a fully integrated software for the financial and tax planning individual seeking an affordable intuitive design that can handle a broad base of planning objectives. It enables the advisor to create comprehensive financial plans, analyze alternatives or project a financial profile over one’s life span in any desired level of detail.  The key theme of its design was to combine all the necessary functionality so it could become a planner’s most practical planning tool for analyzing and illustrating a wide variety of financial planning needs.  

Please click below for the latest details on these two of our prime systems-

ExecPlan, for the high-end financial planning environment

ExecPlan Express, for most financial planning needs

 

Contact us for more information on how we can meet your needs.