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financial planning software
Related: Financial Planning - Financial - Financial Aid - Financial Art - Financial Security

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Finance Logix (Popularity: ) (Score: 17.29)
http://www.financelogix.com
Offers financial calculation software for investment professionals and financial advisors, featuring retirement planning, education planning, estate planning, and investment analysis.
Category:   Main\Business\Investing\Software\Calculators

First Financial Software, Inc. (Popularity: ) (Score: 17.27)
http://www.fplan.com/
Provides financial planning software for retirement, insurance, education, and estate planning.
Category:   Main\Business\Financial Services\Financial Planning\Regional

Cuffs Planning & Models (Popularity: ) (Score: 17.21)
http://www.cuffs88.com/
Provides financial modeling software for strategic financial planning and facilities that are needed for modeling real-world financial complexity.
Category:   Main\Computers\Software\Accounting\Budgeting

PlanWare (Popularity: ) (Score: 17.11)
http://www.planware.org/
Focus: Business plan and financial planning software, as well as white papers on business planning, financial planning and strategy development
Category:   Main\Business\Financial Services\Venture Capital\Resources for Entrepreneurs

Net Worth Strategies (Popularity: ) (Score: 16.95)
http://www.networthstrategies.com
Offers financial planning software and services for fee-based financial planning professionals and consumers.
Category:   Main\Business\Financial Services\Financial Planning\Regional

First Financial Group (Popularity: ) (Score: 16.27)
http://www.firstfinancialgroup.com
Financial planning firm with offices in Maryland, Washington DC, Virginia, and Pennsylvania. Offers estate planning, wealth preservation, investments, and financial planning services.
Category:   Main\Business\Financial Services\Financial Planning\Regional

Canandaigua Financial Group (Popularity: ) (Score: 16.23)
http://canandaiguafinancialgroup.com/
Independent financial professionals providing investment planning, financial planning, tax planning and risk management planning. Based in Canandaigua, New York.
Category:   Main\Business\Financial Services\Financial Consultants

FS Financial Strategies (Popularity: ) (Score: 15.12)
http://www.fsfinancialstrategies.com/
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
Category:   Main\Business\Financial Services\Financial Planning\Certified Financial Planners

Starks Financial Group Inc. (Popularity: ) (Score: 15.12)
http://www.starksfinancial.com/
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Category:   Main\Business\Financial Services\Financial Planning\Certified Financial Planners

MoneyGuidepro (Popularity: ) (Score: 15.11)
http://www.pietech.com/
Financial planning software for banks, financial advisors and broker dealers.
Category:   Main\Business\Financial Services\Banking Services\Equipment and Software

Omni Tax & Financial Advisors (Popularity: ) (Score: 15.10)
http://www.omniadvisors.com
Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning.
Category:   Main\Business\Financial Services\Financial Planning\Regional

Contour Financial Planning, LLC (Popularity: ) (Score: 15.09)
http://contourfp.com/
Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education.
Category:   Main\Business\Financial Services\Financial Planning\Certified Financial Planners

Financial Planning Associates, Inc. (Popularity: ) (Score: 15.08)
http://www.fpai.net/
A Registered Investment Adviser specializing in strategic asset allocation and personal financial planning services, including retirement planning.
Category:   Main\Business\Investing\Money Managers\Registered Investment Advisors

WealthWhen (Popularity: ) (Score: 15.08)
http://www.wealthwhen.com
Financial planning software includes tax, stock option and retirement planning.
Category:   Main\Home\Personal Finance\Software

Ironman Financial - Great Western Financial Corporation (Popularity: ) (Score: 15.02)
http://www.ironmanfinancial.com/
Offers consulting and planning services offering personalized financial portfolios for wealth creation, retirement investment and tax planning.
Category:   Main\Business\Investing\Money Managers\Registered Investment Advisors

Diginome (Popularity: ) (Score: 14.97)
http://www.diginome.com/
Provides wealth management services and financial planning software for institutions, financial professionals and retail clients.
Category:   Main\Business\Financial Services\Financial Planning\Regional

Blankenship Financial Planning, Ltd. (Popularity: ) (Score: 14.94)
http://www.BlankenshipFinancialPlanning.com/
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
Category:   Main\Business\Financial Services\Financial Planning\Certified Financial Planners

Fast React Business Planning (Popularity: ) (Score: 14.92)
http://www.fastreact.co.uk/
UK. Business planning system for the fashion and garment industries. Password protected, downloadable software for production planning, material calculation, bottle neck management and financial reporting.
Category:   Main\Business\Textiles and Nonwovens\Textiles\Software

PROPHIX (Popularity: ) (Score: 14.89)
http://www.prophix.com/
Multi-user financial software application for budgeting, planning, financial consolidation, management reporting and analysis.
Category:   Main\Computers\Software\Accounting\Budgeting

Financial PathFinder (Popularity: ) (Score: 14.89)
http://www.fintechaust.com.au/financial_pathfinder.html
(FinTech) Financial planning software
Category:   Main\Business\Investing\Software\Back Office

Simple Joe (Popularity: ) (Score: 14.78)
http://www.simplejoe.com/
Personal information software for financial planning, income budgeting, debt reduction planning and office filing systems
Category:   Main\Computers\Software\Accounting\Budgeting

FinPlan.com (Popularity: ) (Score: 14.71)
http://www.finplan.com/
Financial information center offering articles, free software, and professional tips and advice on financial planning related matters.
Category:   Main\Business\Financial Services\Financial Planning

Financial Planning Consultants, Inc. (Popularity: ) (Score: 14.71)
http://financialsoftware.com/
Provider of client communication and marketing software, including practice management training for financial service professionals.
Category:   Main\Computers\Software\Industry-Specific

Planium Software Ltd. (Popularity: ) (Score: 14.30)
http://www.planium.com/
Software solutions for business planning and financial analysis.
Category:   Main\Computers\Software\Business\Small Business

J&L Software (Popularity: ) (Score: 14.29)
http://www.jlplanner.com/
Retirement and financial planning software. [Windows 95/98/ME/2000/XP] 21-day free trial. Three versions available.
Category:   Main\Home\Personal Finance\Software

Business Plan Shareware (Popularity: ) (Score: 14.14)
http://www.planware.org/shareware.htm
Range of freeware and shareware business financial planners for Excel to make financial forecasts, business planning, appraisals and financial modeling. Software will generate fully integrated projections for one/three/five years ahead. [Windows 3.1/95 ...
Category:   Main\Computers\Software\Shareware\Windows

DTR Software International (Popularity: ) (Score: 14.06)
http://www.dtr-software.com/
Enterprise resource planning for plastics manufacturers incorporates quotations, order entry, to finite scheduling, capacity planning, inventory control, product costing, financial accounting.
Category:   Main\Computers\Software\Manufacturing\Discrete

The Rouse Companies (Popularity: ) (Score: 14.00)
http://www.rousecompanies.com
Arizona based company providing customized financial education workshops and financial planning software that educate employees about the value of their company benefits.
Category:   Main\Business\Human Resources\Compensation and Benefits

Association for Financial Counseling and Planning Education (AFCPE) (Popularity: ) (Score: 13.93)
http://www.afcpe.org/
A non-profit, professional organization promoting improved personal financial management education, training, and certification of financial counseling and planning professionals.
Category:   Main\Business\Financial Services\Education and Training

Financial and Tax Planning, Inc. (Popularity: ) (Score: 13.91)
http://www.ftpwa.com
Serving Olympia, Lacey, and Tumwater, WA, Financial and Tax Planning, Inc. provides tax and accounting solutions for individuals and small businesses.
Category:   Main\Business\Accounting\Firms\Accountants

Mercer Financial Planning (Popularity: ) (Score: 13.91)
http://www.mercerwealthsolutions.com.au/
Offering financial planning and asset management servces. Market commentary, seminars and publications.
Category:   Main\Business\Financial Services\Financial Planning\Regional

Financial Advisory Service, Inc. (Popularity: ) (Score: 13.91)
http://www.faskc.com/
Offering financial planning, estate planning, investment management and individual consulting services.
Category:   Main\Business\Financial Services\Financial Planning\Certified Financial Planners

Zionsville Financial Planning, Inc. (Popularity: ) (Score: 13.91)
http://zionsvillefinancial.com/
Provides financial planning services for individuals and small business. Features fee schedule and contact details.
Category:   Main\Business\Financial Services\Financial Planning\Certified Financial Planners

About.com: Financial Planning (Popularity: ) (Score: 13.91)
http://financialplan.about.com
Information on personal financial planning, including budgeting, savings, investing, retirement, insurance, and taxes.
Category:   Main\Home\Personal Finance

Spinnaker Financial Advisors, PLLC (Popularity: ) (Score: 13.91)
http://www.spinnakerfinancial.com/
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
Category:   Main\Business\Financial Services\Financial Planning\Certified Financial Planners

Zdenek Financial Planning Inc. (Popularity: ) (Score: 13.90)
http://www.zdenek.com/
A fee-only personal financial planning and investment advisory firm. Includes profiles of executives and press coverage.
Category:   Main\Business\Financial Services\Financial Planning\Regional

Roman Financial Advisors (Popularity: ) (Score: 13.90)
http://www.feeonlyadvisor.com/
Specializing in fee only financial planning including tax planning, risk management and investment counseling.
Category:   Main\Business\Investing\Money Managers\Registered Investment Advisors

Access Financial Planning, Inc. (Popularity: ) (Score: 13.90)
http://www.afplan.net/
Registered investment advisor offers full-service financial planning services.
Category:   Main\Business\Financial Services\Financial Planning\Regional

Dresner Financial Planning (Popularity: ) (Score: 13.90)
http://www.Clergyplanning.com
Specializes in financial planning, contract negotiation, tax preparation, and investment advice for Clergy.
Category:   Main\Business\Investing\Money Managers\Registered Investment Advisors

Edelman Financial Services Inc. (Popularity: ) (Score: 13.86)
http://www.ricedelman.com/
Financial planning resource on investing, insurance, taxes and estate planning.
Category:   Main\Business\Financial Services\Financial Planning\Regional

 
 
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