Back Room Technician: BRT is the only financial planning tool offering client education, goals-based analysis and presentation materials in one application. It offers a fast and easy solution for motivating prospects, educating clients and preparing financial plans.
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A3 Solutions delivers real-time business performance management software unifying enterprise financial and operational processes over the web, including budgeting, planning, forecasting, consolidations, analysis, and management reporting.
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.
With traditional spreadsheets, you end up spending more time auditing and checking for accuracy than you do constructing and using the model. Whitebirch Enterprise Planning changes all that.
We redesigned how financial models should be built. Rather than working at the cell level, models are...
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),...
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...
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...
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...
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