AdvisoryQuest - Software (Financial Planning)

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Financial Planning- Software [22]

AdvisorVision
AdviceAmerica
www.adviceamerica.com
Email: info@adviceamerica.com
510-824-3777

Advisy, Inc. (previously Kettley Publishing Company)
www.advisys.com
Email: answers@advisys.com
800-777-3162

AgeBander
www.agebander.com
Email: info@agebander.com

Brentmark Software
www.brentmark.com
Email: sales@brentmark.com
800-879-6665

Cheshire Software
www.cheshire.com
Email: sales@cheshire.com
800-734-6734

eMoney Advisor
www.emoneyadvisor.com
888-362-4612

ESPlanner
Laurence Kotlikoff
www.esplanner.com
Email: info@esplanner.com
617-834-2148

Exec Plan & Exec Plan Express
Sawhney Systems, Inc.
ExecPlan: www.sawhney.com/sawsys/execplan.htm
ExecPlanExpress: www.execplanexpress.com
Email: info@sawhney.com
609-987-5000

Figlo
www.figlo.com
Email: info@figlo.com

From F website: Figlo offers the financial industry a comprehensible solution that supports advisors in creating financial advices, consult all relevant information and display all this in an attractive and comprehensible overview.. Using a comprehensible advice creation process. The Figlo Platform is available on virtually all mobile devices and offers secured 24/7 access anytime and anywhere.

To create a financial advice that covers all needs and requirements, the Figlo Platform divides the advice process into four simple steps:

Have
Want
Need
Do

This forms our Hawanedo process. A solid yet very understandable process for creating financial advices. Every decision in life that has a financial consequence for your client is easily charted and made part of their long-term financial planning.

Financeware
www.financeware.com
Email: sales@financeware.com
877-566-4786

Finance Logix
Otis Software, LLC
www.financelogix.com
Email: sales@financelogix.com
520-298-5000 (Option #4)

FPS System
Financial Planning System, LLC
www.fpsplans.com
800-245-1991

J&L Software
www.jlplanner.com
Email: sales@jlplanner.com

Methuselah
Financial Guidance, a division of Sciavantage
www.methuselah.com
Email: sales@financialguidance.com
888-256-0765

MoneyGuide Pro
PIE Technologies, Inc.
www.moneyguidepro.com
Email: sales@moneyguidepro.com
800-841-5312

MoneyTree
www.moneytree.com
Email: support@moneytree.com
877-421-9815

NaviPlan & Profiles
EISI
www.naviplan.com
Email: sales@eisi.com
888-692-3474 (Option #2)

Profiles is geared toward mass-affluent clients and NaviPlan is geared toward high and ultra-high net worth clients.

Plan Builder- EnterAct
www.financialsoftware.com
Email: sales@financialsoftware.com
513-424-5751

PlanPlus
www.planplus.com
800-364-1293

RetireNow
ScenarioNow
www.scenarionow.com
Email: sales@scenarionow.com
815-986-380

Retirement Works II & 403(b) Contribution Planner
Still River Retirement Planning Software, Inc.
www.stillriverretire.com
Email: info@stillriver.com
978-456-797

They also have a number of web calculators that can be purchased and put on our web site.

Solution 360°
Interactive Advisory Software (IAS)
www.iassoftware.com
Email: sales@iassoftware.com
800-821-7355

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