Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Financial Planning

Name ▼Vendor
Cheshire Wealth ManagerCheshire Software Inc.
Communication DNADNA Behavior International
Easy MoneyMoney Tree Software
Enterprise Retirement Planner?OMYEN Corp.
FIAnalystLiteTorrid Technologies
Financial DNADNA Behavior International
goalgamiProAdvisor Software
Golden Years Cash FlowMoney Tree Software
Income DiscoveryFiducioso Advisors
inStreaminStream Solutions
IPS AdvisorProfi360 Inc.
IPS AdvisorProfi360 Inc.
MCP Premium BasicTorrid Technologies
MCP Premium ProTorrid Technologies
Morningstar Advisor WorkstationMorningstar Inc.
NaviPlan®Advicent Solutions
PlanBuilder FinancialFinancial Planning Consultants Inc.
Profiles?Advicent Solutions
Retiree Healthcare planner?OMYEN Corp.
RetirementView - ProfessionalTorrid Technologies
Social Security Maximizer? (FREE)OMYEN Corp.
TOTAL Planning SuiteMoney Tree Software
Wealth Planner?OMYEN Corp.
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WebCalcs for Advisors

33 results

To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.