Specialized Planning Software

R

ROL

Plan beyond the numbers, maximize Return on Life.

B

Bloomberg Tax (BNA)

B

Expert tax planning and compliance solutions for RIAs.

I

ICM

A

Divorce financial planning, simplified and streamlined.

C

Capitaliz

B

Accurate business valuation for informed financial planning.

I

Interval

B+

Expert business valuation software for specialized financial planning.

K

Keep

B+

Optimize client cash, maximize yield, minimize risk.

T

TimeLine

A

Retirement planning, simplified and optimized.

C

Carefull

B

Protecting client finances and family peace of mind.

P

Philanthro

B+

Charitable giving, simplified and optimized.

S

Sequence

B+

Automated cash flow planning for personalized financial advice.

C

CFS

C+

Expert education planning solutions for financial advisors.

C

Currence

B+

Automated cash flow planning for smarter financial decisions.

W

Wink

B

Insurance intelligence and competitive analysis for financial advisors.

V

Vanilla

B+

Modern estate planning for advisors and their clients.

T

The Big Picture

B+

Retirement planning, simplified and visualized.

F

Flourish

B+

High-yield cash management and investment solutions for RIAs.

T

Trustworthy

B

Organize, protect, and optimize your family's legacy.

I

i65

B+

Healthcare and Medicare planning, simplified for advisors.

R

R&T

C+

R&T: Specialized cash management for modern RIAs.

L

LISA

B+

Insurance Intelligence for Smarter Financial Planning.

H

Holistiplan

Tax planning, simplified.

O

OnPointe

B+

Retirement planning, simplified and optimized.

A

Avante

B+

Healthcare and Medicare planning, simplified.

C

Covet

B+

Empowering RIAs to deliver exceptional legacy planning.

S

Social Security Planning

B+

Optimize Social Security for enhanced retirement income.

S

StockOpter

B+

Equity compensation planning, simplified.