|
Advisor Tech Solutions
Proven Tips,Tools and Tactics For The Advisor Community Technology and
the various financial software applications have had an impact on the
advisor community.
Sungard Online investment Systems
SunGard PlanningStation combines powerful calculation engines with
interactive, educational presentations, analyzing data like an expert
financial professional to clearly communicate complex, financial
concepts and provide individualized recommendations.
Ibbotson
Reduce risk and increase returns with this industry-leading lineup of
asset allocation products and services
Overlap Software
Overlap« makes it easier than ever to provide a diversified portfolio
for your client. This patented, proven system lets you see the
percentage of stocks duplicated between two or more mutual funds,
analyze the weighting of industry sectors held by different funds, and
see what fund holdings overlap with your clients' other individual
stocks.
Valueline
Value Line is the most trusted and prestigious name in the investment
field.
Globehysales
Globehysales is an easy-to-use interactive sales software program for
mutual fund sales professionals in Canada.
Morningstar
Morningstar is gotta have softare for mutual funds. A primary rference
tool for mutual funds
Moneytree Software
One of the pioneers in the financial planning software market, and
have been providing quality financial and retirement planning software
for financial professionals since 1981.
CCH Group
CCH Publishing with Tax and Financial and Estate Planning Software.
Naviplan Software
EISIĘs NaviPlan financial planning software provides a full-range of
tools to create financial plans that take into account incomes,
expenses, assets & liabilities, stock options, federal & state taxes,
retirement, education, insurance and estate planning strategies over
the life of a client.
Pie Technologies
The acronym PIE stands for Plan - Invest- Enjoy. MoneyGuidePro is the
first collaborative internet-based financial planning software that
makes this easy to accomplish.
Advent Software
Advent Software provides powerful, integrated solutions for all areas
of the financial services industry
|
