Financial Planning (24 companies found)

Compare and research Financial Planning companies and businesses online.

  • Torrid Technologies

    Quick, Simple, and Visual retirement income planning software. Easy to Learn. Easy to Use. If you are tired of "complicated" this is the software for you. Advisors and agents are using this as a sales tool for selling Life Insurance, Annuities, LTCi, wealth management, and any other related...
  • Broadridge Financial Solutions, Inc.

    Broadridge is a leading provider of investor communications and technology-driven-solutions to banks, broker-dealers, mutual funds, and corporations globally. Our systems and services include investor communication solutions, securities processing and operations. In short, we provide the...
  • INO.com, Inc.

    INO.com was founded in 1995 as a resource site for futures and options traders. We are one of the largest, privately owned financial websites in the world. Our features include but are not limited to charts, quotes, news and analysis tools on over 230,000 symbols of the stock, futures, and...
  • DST Systems

  • SAP Americas

    Real-time visibility of financial data allows you to improve controls, reduce leakage, and centrally manage and improve cash flow. From managing premium billing to annuity payouts, SAP® software can transform finance from an administrative department into a strategic business partner with the...
  • eMoney Advisor LLC

    eMoney provides financial institutions and their advisors with the technology and services that enable them to maximize the value of their advisor-client relationships – both from a services and revenue perspective.
  • Advisor Software Inc.

    goalgamiPro: goalgamiPro is a quick planning alternative to the 70-page plan, offering easy to understand one page reports. The tool is a perfect fit for advisors that are looking for a quick assessment tool with concise output to augment quarterly/semi-annual/annual investment reviews – goalgamiPro plans...
  • Informa Investment Solutions

    Informa Investment Solutions has been a leading provider of products and services for investment, trust and wealth management professionals for 30 years. IIS offers individual applications and end-to-end solutions. Products include investment manager search and evaluation databases (PSN),...
  • Thomson Corporation

    Thomson Reuters has developed the most comprehensive brokerage processing system. Our fully-integrated Retail Product Suite connects your entire firm, providing all of the workflow tools you need in the most stable and reliable platform available. With full customization capabilities designed...
  • Adaytum

    Adaytum e.Planning, the enterprise performance planning platform from Adaytum, empowers organizations to replace the static annual planning process with continuous, collaborative planning that provides real-time insight into operating performa